+43.6%
VMC vs SPXU
-83.3%
+126.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -0.2% |
| 7D | -1.3% | -7.6% | +6.3% | -3.5% |
| 30D | +15.5% | +5.3% | +10.1% | +18.0% |
| 3M | +0.6% | +9.6% | -9.1% | +4.4% |
| 6M | +2.1% | -4.5% | +6.6% | +2.3% |
| YTD | -1.6% | -25.9% | +24.3% | -7.8% |
| 1Y | -1.2% | -28.9% | +27.7% | -8.3% |
| 3Y | +35.3% | -80.5% | +115.8% | -9.9% |
| All | +43.6% | -83.3% | +126.8% | +6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling