+573.5%
VMC vs ITOT
+885.8%
-312.3%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.7% | -2.7% |
| 7D | -5.3% | -0.4% | -5.0% | -4.9% |
| 30D | -12.3% | -1.6% | -10.7% | -10.7% |
| 3M | -10.3% | +3.5% | -13.8% | -13.7% |
| 6M | -8.6% | +13.1% | -21.7% | -20.4% |
| YTD | -11.9% | +12.7% | -24.6% | -23.0% |
| 1Y | -13.9% | +18.3% | -32.2% | -28.9% |
| 3Y | +18.2% | +76.4% | -58.2% | -38.4% |
| 5Y | +47.7% | +73.8% | -26.0% | -22.0% |
| 10Y | +152.5% | +301.2% | -148.7% | -52.1% |
| All | +573.5% | +885.8% | -312.3% | -50.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling