-66.5%
AMC vs VNQ
+30.9%
-97.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.0% | -2.9% | -3.1% |
| 7D | -6.8% | -0.9% | -5.9% | -6.2% |
| 30D | +1.7% | -2.2% | +3.9% | +3.6% |
| 3M | +26.8% | -1.9% | +28.7% | +28.1% |
| 6M | +117.7% | +3.2% | +114.5% | +111.1% |
| YTD | +57.7% | +9.4% | +48.3% | +45.8% |
| 1Y | -12.5% | +7.5% | -20.0% | -18.1% |
| All | -66.5% | +30.9% | -97.4% | -73.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling