+47.8%
VMC vs UUUU
+79.1%
-31.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.0% | +5.8% | +1.3% |
| 7D | -3.8% | -10.5% | +6.7% | -2.8% |
| 30D | -9.7% | -10.5% | +0.8% | -8.9% |
| 3M | -9.6% | -14.1% | +4.5% | -8.7% |
| 6M | -4.8% | -35.5% | +30.6% | -2.1% |
| YTD | -10.9% | -10.9% | +0.1% | -12.3% |
| 1Y | -15.6% | +3.4% | -18.9% | -19.8% |
| 3Y | +19.3% | +73.1% | -53.8% | +1.4% |
| All | +47.8% | +79.1% | -31.3% | +22.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling