+0.9%
VMC vs MDY
+12.5%
-11.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.9% | -0.2% | -0.1% |
| 7D | +1.9% | -3.4% | +5.3% | +5.6% |
| 30D | +14.7% | -3.2% | +17.9% | +18.6% |
| 3M | -0.3% | -6.7% | +6.4% | +7.0% |
| 6M | -1.7% | -1.8% | +0.1% | +0.3% |
| YTD | +0.7% | +9.2% | -8.5% | -6.9% |
| 1Y | +0.9% | +11.7% | -10.8% | -8.0% |
| All | +0.9% | +12.5% | -11.6% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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