+473.8%
VMC price history and return analytics
+360.7%
+113.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.2% | -2.2% |
| 7D | -4.3% | -0.7% | -3.6% | -3.6% |
| 30D | +16.2% | -1.7% | +18.0% | +18.2% |
| 3M | -0.8% | -2.3% | +1.5% | +1.5% |
| 6M | +1.2% | +1.5% | -0.4% | -0.7% |
| YTD | +0.5% | +12.0% | -11.6% | -10.9% |
| 1Y | -2.9% | +12.9% | -15.8% | -14.5% |
| 3Y | +37.3% | +74.9% | -37.6% | -23.2% |
| 5Y | +48.8% | +59.9% | -11.1% | -8.4% |
| 10Y | +131.4% | +224.6% | -93.2% | -31.4% |
| All | +473.8% | +360.7% | +113.2% | +45.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling