-9.5%
VMC price history and return analytics
+23.3%
-32.8%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -4.3% | +0.4% | -4.8% | -4.7% |
| 30D | -8.2% | +1.0% | -9.2% | -8.9% |
| 3M | -7.0% | +2.4% | -9.4% | -8.6% |
| 6M | -10.8% | +12.0% | -22.8% | -18.9% |
| YTD | -7.4% | +15.3% | -22.7% | -18.2% |
| 1Y | -9.5% | +22.6% | -32.1% | -25.7% |
| All | -9.5% | +23.3% | -32.8% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling