+18.3%
VMC vs ITOT
+74.3%
-56.0%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.8% |
| 7D | -3.7% | -2.0% | -1.7% | -2.0% |
| 30D | -12.8% | -2.0% | -10.8% | -11.3% |
| 3M | -7.9% | +4.5% | -12.5% | -11.4% |
| 6M | -7.5% | +12.6% | -20.2% | -16.5% |
| YTD | -11.6% | +12.0% | -23.6% | -19.8% |
| 1Y | -14.3% | +17.3% | -31.5% | -25.2% |
| All | +18.3% | +74.3% | -56.0% | -31.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling