-63.9%
AMC vs VICR
+281.9%
-345.9%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +8.7% | -6.8% | +0.9% |
| 7D | +2.6% | -23.1% | +25.8% | +5.5% |
| 30D | +9.0% | -48.1% | +57.1% | +16.6% |
| 3M | +22.2% | -32.8% | +55.0% | +25.5% |
| 6M | +91.5% | -47.6% | +139.1% | +99.3% |
| YTD | +101.3% | +34.0% | +67.3% | +81.1% |
| 1Y | +20.8% | +65.0% | -44.2% | +5.2% |
| All | -63.9% | +281.9% | -345.9% | -80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 3y: compounded portfolio wealth divided by compounded VICR 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…
3y analysis · Full analysis span regression · 6 months rolling