-98.7%
AMC vs ITOT
+293.8%
-392.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -2.9% |
| 7D | -2.8% | -0.8% | -2.1% | -1.3% |
| 30D | +14.0% | -2.0% | +16.0% | +18.1% |
| 3M | +42.5% | -1.5% | +44.0% | +46.9% |
| 6M | +142.6% | +3.3% | +139.2% | +135.0% |
| YTD | +119.2% | +12.5% | +106.8% | +91.8% |
| 1Y | +40.7% | +12.6% | +28.1% | +23.2% |
| 3Y | -57.3% | +78.6% | -135.9% | -79.7% |
| 5Y | -99.1% | +67.0% | -166.1% | -99.5% |
| 10Y | -98.7% | +292.0% | -390.7% | -99.7% |
| All | -98.7% | +293.8% | -392.5% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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