+143.6%
VMC vs UUUU
+495.2%
-351.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.3% | +6.6% | +0.9% |
| 7D | -3.7% | -5.0% | +1.3% | -3.2% |
| 30D | -12.8% | -7.8% | -5.0% | -12.2% |
| 3M | -7.9% | -0.4% | -7.5% | -8.4% |
| 6M | -7.5% | -32.9% | +25.4% | -5.0% |
| YTD | -11.6% | -6.3% | -5.4% | -13.5% |
| 1Y | -14.3% | +7.9% | -22.2% | -18.7% |
| 3Y | +18.5% | +85.2% | -66.7% | +1.1% |
| 5Y | +46.8% | +97.0% | -50.2% | +18.7% |
| All | +143.6% | +495.2% | -351.6% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling