-1.2%
VMC vs FND
-24.7%
+23.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.7% | +0.2% |
| 7D | -1.3% | -6.8% | +5.6% | +1.0% |
| 30D | +15.5% | +8.0% | +7.5% | +12.6% |
| 3M | +0.6% | -18.9% | +19.5% | +6.7% |
| 6M | +2.1% | +4.7% | -2.6% | -0.6% |
| YTD | -1.6% | -21.6% | +20.0% | +4.9% |
| 1Y | -1.2% | -22.0% | +20.8% | +5.3% |
| All | -1.2% | -24.7% | +23.5% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling