-80.6%
AMC vs VO
+56.6%
-137.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.2% | +4.5% | +4.6% |
| 7D | +2.3% | -0.3% | +2.6% | +2.6% |
| 30D | -0.7% | -0.3% | -0.4% | -0.3% |
| 3M | +35.2% | +2.9% | +32.3% | +29.7% |
| 6M | +124.6% | +9.3% | +115.2% | +100.8% |
| YTD | +69.9% | +14.2% | +55.7% | +44.2% |
| 1Y | -2.6% | +15.3% | -17.8% | -18.3% |
| All | -80.6% | +56.6% | -137.2% | -91.0% |
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