+180.4%
VMC vs UUUU
-91.9%
+272.3%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.7% | -1.7% |
| 7D | -0.5% | +2.8% | -3.3% | -0.7% |
| 30D | -9.1% | +3.4% | -12.5% | -9.4% |
| 3M | -4.1% | -3.9% | -0.3% | -4.2% |
| 6M | -5.5% | -23.2% | +17.6% | -4.7% |
| YTD | -8.9% | +0.6% | -9.5% | -10.5% |
| 1Y | -12.9% | +22.9% | -35.8% | -16.5% |
| 3Y | +22.1% | +98.6% | -76.5% | +10.3% |
| 5Y | +52.7% | +130.2% | -77.5% | +33.1% |
| 10Y | +152.7% | +519.5% | -366.7% | +92.7% |
| All | +180.4% | -91.9% | +272.3% | +123.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling