+52.7%
VMC price history and return analytics
+66.2%
-13.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.2% |
| 7D | -0.5% | +1.0% | -1.5% | -1.5% |
| 30D | -9.1% | -0.2% | -8.9% | -8.9% |
| 3M | -4.1% | +4.5% | -8.7% | -8.3% |
| 6M | -5.5% | +14.1% | -19.6% | -17.3% |
| YTD | -8.9% | +14.8% | -23.7% | -20.8% |
| 1Y | -12.9% | +21.2% | -34.1% | -28.4% |
| 3Y | +22.1% | +76.6% | -54.4% | -32.2% |
| 5Y | +52.7% | +66.6% | -13.9% | -8.7% |
| All | +52.7% | +66.2% | -13.5% | -8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling