+46.8%
VMC vs VO
+40.2%
+6.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +1.2% |
| 7D | -3.7% | -2.5% | -1.2% | -1.3% |
| 30D | -12.8% | -3.2% | -9.5% | -9.9% |
| 3M | -7.9% | +3.9% | -11.8% | -11.2% |
| 6M | -7.5% | +9.6% | -17.2% | -15.3% |
| YTD | -11.6% | +11.6% | -23.2% | -20.3% |
| 1Y | -14.3% | +12.6% | -26.9% | -23.4% |
| 3Y | +18.5% | +55.4% | -36.9% | -22.7% |
| 5Y | +46.8% | +41.8% | +4.9% | +6.1% |
| All | +46.8% | +40.2% | +6.6% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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