-68.2%
AMC vs VLTO
+27.2%
-95.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.6% | +5.9% | +4.9% |
| 7D | +2.3% | -2.3% | +4.6% | +3.1% |
| 30D | -0.7% | -0.9% | +0.1% | -0.5% |
| 3M | +35.2% | +13.8% | +21.4% | +29.0% |
| 6M | +124.6% | +2.0% | +122.6% | +123.5% |
| YTD | +69.9% | -3.2% | +73.1% | +72.1% |
| 1Y | -2.6% | -9.2% | +6.6% | +1.4% |
| All | -68.2% | +27.2% | -95.4% | -72.0% |
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