+143.6%
VMC price history and return analytics
+226.9%
-83.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +1.1% |
| 7D | -3.7% | -2.0% | -1.7% | -1.8% |
| 30D | -12.8% | -1.4% | -11.3% | -11.5% |
| 3M | -7.9% | +4.7% | -12.7% | -12.1% |
| 6M | -7.5% | +11.4% | -18.9% | -17.1% |
| YTD | -11.6% | +13.1% | -24.7% | -21.9% |
| 1Y | -14.3% | +19.0% | -33.3% | -28.1% |
| 3Y | +18.5% | +73.9% | -55.5% | -32.2% |
| 5Y | +46.8% | +65.4% | -18.6% | -11.4% |
| All | +143.6% | +226.9% | -83.2% | -25.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling