+18.3%
VMC vs UUUU
+83.7%
-65.4%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.3% | +6.6% | +0.7% |
| 7D | -3.7% | -5.0% | +1.3% | -3.4% |
| 30D | -12.8% | -7.8% | -5.0% | -12.4% |
| 3M | -7.9% | -0.4% | -7.5% | -8.1% |
| 6M | -7.5% | -32.9% | +25.4% | -5.9% |
| YTD | -11.6% | -6.3% | -5.4% | -12.8% |
| 1Y | -14.3% | +7.9% | -22.2% | -17.2% |
| All | +18.3% | +83.7% | -65.4% | +3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling