-10.9%
AMC vs VNQ
+7.5%
-18.4%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.0% | -2.9% | -3.2% |
| 7D | -6.8% | -0.9% | -5.9% | -6.3% |
| 30D | +1.7% | -2.2% | +3.9% | +3.3% |
| 3M | +26.8% | -1.9% | +28.7% | +27.8% |
| 6M | +117.7% | +3.2% | +114.5% | +106.8% |
| YTD | +57.7% | +9.4% | +48.3% | +47.9% |
| All | -10.9% | +7.5% | -18.4% | -15.2% |
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