-99.5%
AMC vs VNQ
+5.0%
-104.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.0% | -2.9% | -2.6% |
| 7D | -6.8% | -0.9% | -5.9% | -5.8% |
| 30D | +1.7% | -2.2% | +3.9% | +4.7% |
| 3M | +26.8% | -1.9% | +28.7% | +28.7% |
| 6M | +117.7% | +3.2% | +114.5% | +107.6% |
| YTD | +57.7% | +9.4% | +48.3% | +39.0% |
| 1Y | -12.5% | +7.5% | -20.0% | -21.5% |
| 3Y | -65.7% | +31.1% | -96.8% | -78.3% |
| 5Y | -99.5% | +6.6% | -106.0% | -99.5% |
| All | -99.5% | +5.0% | -104.5% | -99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling