-99.2%
AMC vs VIG
+64.4%
-163.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | +3.5% | +3.5% | 0.0% | -2.4% |
| 30D | +12.5% | +4.9% | +7.5% | +4.4% |
| 3M | +23.6% | +2.5% | +21.1% | +19.5% |
| 6M | +144.4% | +11.0% | +133.3% | +104.9% |
| YTD | +108.3% | +16.0% | +92.4% | +63.8% |
| 1Y | +38.9% | +17.5% | +21.3% | +6.9% |
| 3Y | -58.9% | +67.0% | -125.9% | -84.0% |
| All | -99.2% | +64.4% | -163.7% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling