-80.6%
AMC vs VIG
+56.4%
-136.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +5.0% |
| 7D | +2.3% | -0.4% | +2.7% | +2.9% |
| 30D | -0.7% | -1.0% | +0.2% | +0.6% |
| 3M | +35.2% | +2.8% | +32.4% | +29.5% |
| 6M | +124.6% | +8.2% | +116.4% | +100.6% |
| YTD | +69.9% | +11.0% | +58.9% | +47.2% |
| 1Y | -2.6% | +16.1% | -18.7% | -20.4% |
| All | -80.6% | +56.4% | -136.9% | -92.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling