+581.4%
VMC vs SPXU
-100.0%
+681.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.3% | +1.4% |
| 7D | -4.3% | -0.1% | -4.2% | -4.3% |
| 30D | -8.2% | +0.8% | -9.1% | -7.9% |
| 3M | -7.0% | -4.7% | -2.3% | -7.9% |
| 6M | -10.8% | -29.6% | +18.9% | -19.8% |
| YTD | -7.4% | -29.9% | +22.5% | -16.6% |
| 1Y | -9.5% | -39.1% | +29.6% | -21.9% |
| 3Y | +20.5% | -80.0% | +100.5% | -23.3% |
| 5Y | +51.6% | -86.0% | +137.6% | -0.1% |
| 10Y | +150.0% | -99.5% | +249.6% | -37.5% |
| All | +581.4% | -100.0% | +681.4% | -54.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling