+46.3%
VMC vs MDY
+45.3%
+1.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -2.3% |
| 7D | -5.3% | -0.8% | -4.5% | -4.7% |
| 30D | -12.3% | -3.9% | -8.4% | -9.1% |
| 3M | -10.3% | 0.0% | -10.2% | -10.1% |
| 6M | -8.6% | +8.5% | -17.1% | -14.8% |
| YTD | -11.9% | +13.2% | -25.1% | -20.8% |
| 1Y | -13.9% | +15.0% | -28.9% | -23.7% |
| 3Y | +18.2% | +49.6% | -31.4% | -17.8% |
| All | +46.3% | +45.3% | +1.0% | +2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling