-71.3%
AMC vs VIG
+62.5%
-133.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.5% |
| 7D | +2.6% | -1.8% | +4.4% | +6.0% |
| 30D | +9.0% | +2.7% | +6.3% | +6.2% |
| 3M | +22.2% | 0.0% | +22.2% | +23.4% |
| 6M | +91.5% | +6.8% | +84.7% | +76.4% |
| YTD | +101.3% | +12.1% | +89.2% | +75.7% |
| 1Y | +20.8% | +14.8% | +5.9% | +2.6% |
| 3Y | -71.3% | +62.4% | -133.7% | -86.8% |
| All | -71.3% | +62.5% | -133.8% | -86.8% |
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