+40.2%
AMC vs VO
+16.3%
+24.0%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.5% | +5.8% |
| 7D | +17.7% | +1.0% | +16.7% | +15.9% |
| 30D | +26.2% | +2.6% | +23.5% | +21.3% |
| 3M | +31.3% | -0.3% | +31.6% | +32.7% |
| 6M | +142.8% | +7.6% | +135.2% | +111.9% |
| YTD | +125.6% | +14.7% | +110.9% | +77.1% |
| 1Y | +40.2% | +16.4% | +23.8% | +6.8% |
| All | +40.2% | +16.3% | +24.0% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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