+40.2%
AMC vs VNQ
+14.0%
+26.2%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.2% | +4.1% | +4.2% |
| 7D | +17.7% | +6.8% | +10.9% | +10.9% |
| 30D | +26.2% | +10.0% | +16.2% | +15.7% |
| 3M | +31.3% | 0.0% | +31.4% | +30.4% |
| 6M | +142.8% | +4.5% | +138.3% | +127.0% |
| YTD | +125.6% | +13.9% | +111.7% | +94.0% |
| 1Y | +40.2% | +14.1% | +26.2% | +20.3% |
| All | +40.2% | +14.0% | +26.2% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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