+49.6%
VMC vs EXEL
+283.4%
-233.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.5% |
| 7D | +1.1% | -2.4% | +3.5% | +1.5% |
| 30D | +17.7% | +17.9% | -0.2% | +14.7% |
| 3M | +1.1% | +33.3% | -32.2% | -3.5% |
| 6M | +1.8% | +46.6% | -44.7% | -4.3% |
| YTD | +1.5% | +61.0% | -59.5% | -6.4% |
| 1Y | -1.1% | +70.4% | -71.6% | -9.7% |
| 3Y | +38.8% | +236.1% | -197.3% | +8.8% |
| 5Y | +49.6% | +284.8% | -235.3% | +13.0% |
| All | +49.6% | +283.4% | -233.8% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded EXEL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling