+318.8%
VMC vs XHB
+173.9%
+144.9%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | 0.0% | +0.3% |
| 7D | -4.3% | -1.3% | -3.0% | -3.5% |
| 30D | -8.2% | -6.9% | -1.4% | -3.7% |
| 3M | -7.0% | -1.3% | -5.8% | -6.4% |
| 6M | -10.8% | -6.8% | -4.0% | -6.8% |
| YTD | -7.4% | +0.7% | -8.1% | -8.3% |
| 1Y | -9.5% | -11.2% | +1.8% | -2.8% |
| 3Y | +20.5% | +25.3% | -4.9% | -0.9% |
| 5Y | +51.6% | +37.3% | +14.2% | +14.7% |
| 10Y | +150.0% | +211.5% | -61.5% | +3.7% |
| All | +318.8% | +173.9% | +144.9% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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