-9.5%
VMC vs SPXU
-40.4%
+30.9%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.3% | +1.3% |
| 7D | -4.3% | -0.1% | -4.2% | -4.3% |
| 30D | -8.2% | +0.8% | -9.1% | -8.0% |
| 3M | -7.0% | -4.7% | -2.3% | -7.4% |
| 6M | -10.8% | -29.6% | +18.9% | -18.0% |
| YTD | -7.4% | -29.9% | +22.5% | -14.8% |
| 1Y | -9.5% | -39.1% | +29.6% | -20.2% |
| All | -9.5% | -40.4% | +30.9% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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