-2.6%
AMC vs VIG
+16.9%
-19.4%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +5.1% |
| 7D | +2.3% | -0.4% | +2.7% | +3.0% |
| 30D | -0.7% | -1.0% | +0.2% | +1.0% |
| 3M | +35.2% | +2.8% | +32.4% | +27.5% |
| 6M | +124.6% | +8.2% | +116.4% | +90.8% |
| YTD | +69.9% | +11.0% | +58.9% | +40.3% |
| 1Y | -2.6% | +16.1% | -18.7% | -21.2% |
| All | -2.6% | +16.9% | -19.4% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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