+48.8%
VMC vs LEN
-7.9%
+56.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -4.3% | -6.4% | +2.1% | -2.0% |
| 30D | +16.2% | +15.6% | +0.6% | +9.7% |
| 3M | -0.8% | -0.8% | -0.1% | -1.2% |
| 6M | +1.2% | +0.4% | +0.8% | 0.0% |
| YTD | +0.5% | -14.1% | +14.6% | +4.7% |
| 1Y | -2.9% | -29.6% | +26.7% | +8.6% |
| 3Y | +37.3% | -23.1% | +60.5% | +41.6% |
| 5Y | +48.8% | -8.9% | +57.7% | +29.7% |
| All | +48.8% | -7.9% | +56.7% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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