-99.4%
AMC vs VICR
+47.8%
-147.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +5.5% | -1.1% | +3.2% |
| 7D | +2.3% | +0.4% | +1.9% | +2.2% |
| 30D | -0.7% | -13.9% | +13.2% | +1.7% |
| 3M | +35.2% | -38.4% | +73.6% | +46.0% |
| 6M | +124.6% | -7.2% | +131.8% | +113.8% |
| YTD | +69.9% | +72.0% | -2.2% | +37.9% |
| 1Y | -2.6% | +263.3% | -265.9% | -36.3% |
| 3Y | -79.8% | +173.3% | -253.0% | -87.1% |
| All | -99.4% | +47.8% | -147.2% | -99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling