-2.6%
AMC vs VSH
+118.1%
-120.7%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.4% | -0.1% | +3.8% |
| 7D | +2.3% | +4.1% | -1.7% | +1.8% |
| 30D | -0.7% | -4.2% | +3.4% | -0.4% |
| 3M | +35.2% | -50.0% | +85.2% | +55.6% |
| 6M | +124.6% | +80.2% | +44.4% | +94.1% |
| YTD | +69.9% | +121.1% | -51.2% | +38.3% |
| 1Y | -2.6% | +112.0% | -114.6% | -20.8% |
| All | -2.6% | +118.1% | -120.7% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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