-15.6%
VMC vs ITOT
+17.8%
-33.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | +0.2% |
| 7D | -3.8% | -0.9% | -2.9% | -3.0% |
| 30D | -9.7% | -1.5% | -8.2% | -8.6% |
| 3M | -9.6% | +3.6% | -13.2% | -12.1% |
| 6M | -4.8% | +13.7% | -18.5% | -14.8% |
| YTD | -10.9% | +12.9% | -23.8% | -19.7% |
| 1Y | -15.6% | +17.2% | -32.8% | -26.7% |
| All | -15.6% | +17.8% | -33.4% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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