-13.8%
VMC vs Q
+78.4%
-92.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.8% | -5.0% | -3.5% |
| 7D | -5.3% | +6.6% | -11.9% | -6.1% |
| 30D | -12.3% | -6.6% | -5.7% | -11.6% |
| 3M | -10.3% | -13.2% | +3.0% | -9.2% |
| 6M | -8.6% | +9.9% | -18.5% | -12.5% |
| YTD | -11.9% | +53.9% | -65.8% | -21.6% |
| All | -13.8% | +78.4% | -92.2% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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