-14.3%
VMC vs SPXU
-34.8%
+20.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.6% | +0.8% |
| 7D | -3.7% | +6.4% | -10.1% | -2.1% |
| 30D | -12.8% | +5.9% | -18.7% | -11.3% |
| 3M | -7.9% | -11.7% | +3.7% | -10.3% |
| 6M | -7.5% | -28.7% | +21.2% | -14.8% |
| YTD | -11.6% | -26.4% | +14.7% | -17.6% |
| 1Y | -14.3% | -35.2% | +21.0% | -23.7% |
| All | -14.3% | -34.8% | +20.6% | -23.7% |
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