+38.2%
AMC vs VFC
+42.4%
-4.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.6% | +5.7% | +7.5% |
| 7D | +6.6% | +7.7% | -1.1% | +4.7% |
| 30D | +14.1% | +39.2% | -25.1% | +5.1% |
| 3M | +31.3% | +40.3% | -9.0% | +20.1% |
| 6M | +126.7% | +11.4% | +115.3% | +117.0% |
| YTD | +117.9% | +17.5% | +100.4% | +101.6% |
| All | +38.2% | +42.4% | -4.2% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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