+52.7%
VMC vs GEN
+22.3%
+30.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.7% | +1.1% | -1.0% |
| 7D | -0.5% | -0.7% | +0.2% | -0.4% |
| 30D | -9.1% | +2.6% | -11.7% | -9.7% |
| 3M | -4.1% | +15.8% | -19.9% | -7.5% |
| 6M | -5.5% | +33.1% | -38.7% | -12.3% |
| YTD | -8.9% | +11.3% | -20.2% | -11.5% |
| 1Y | -12.9% | +1.7% | -14.6% | -13.4% |
| 3Y | +22.1% | +58.1% | -36.0% | +6.1% |
| 5Y | +52.7% | +20.6% | +32.1% | +41.1% |
| All | +52.7% | +22.3% | +30.4% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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