-71.3%
AMC vs VO
+60.2%
-131.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.1% | +2.1% |
| 7D | +2.6% | -2.6% | +5.2% | +6.8% |
| 30D | +9.0% | -0.9% | +10.0% | +11.3% |
| 3M | +22.2% | -3.0% | +25.2% | +28.2% |
| 6M | +91.5% | +2.2% | +89.3% | +87.9% |
| YTD | +101.3% | +10.6% | +90.7% | +80.7% |
| 1Y | +20.8% | +12.5% | +8.3% | +6.4% |
| 3Y | -71.3% | +61.4% | -132.7% | -86.6% |
| All | -71.3% | +60.2% | -131.5% | -86.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling