-71.3%
AMC vs VLTO
+69.5%
-140.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.5% | +1.8% |
| 7D | +2.6% | +5.4% | -2.8% | +1.1% |
| 30D | +9.0% | +22.3% | -13.3% | +2.8% |
| 3M | +22.2% | +19.6% | +2.6% | +15.9% |
| 6M | +91.5% | +35.2% | +56.3% | +74.9% |
| YTD | +101.3% | +17.9% | +83.4% | +92.5% |
| 1Y | +20.8% | +19.5% | +1.3% | +14.5% |
| 3Y | -71.3% | +73.9% | -145.2% | -76.6% |
| All | -71.3% | +69.5% | -140.8% | -76.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling