+40.7%
AMC vs VLTO
+21.6%
+19.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.6% | -1.2% |
| 7D | -2.8% | +1.5% | -4.3% | -3.0% |
| 30D | +14.0% | +20.9% | -6.9% | +12.8% |
| 3M | +42.5% | +21.4% | +21.1% | +40.6% |
| 6M | +142.6% | +37.6% | +105.0% | +142.2% |
| YTD | +119.2% | +19.5% | +99.7% | +119.5% |
| 1Y | +40.7% | +22.0% | +18.7% | +40.1% |
| All | +40.7% | +21.6% | +19.2% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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