-56.7%
AMC vs VSH
+43.7%
-100.4%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +8.8% | -9.9% | -3.4% |
| 7D | -2.8% | +12.8% | -15.6% | -5.9% |
| 30D | +14.0% | -9.0% | +23.0% | +15.7% |
| 3M | +42.5% | -12.2% | +54.7% | +44.5% |
| 6M | +142.6% | -15.9% | +158.5% | +138.1% |
| YTD | +119.2% | +103.2% | +16.0% | +54.8% |
| 1Y | +40.7% | +108.4% | -67.7% | -1.7% |
| All | -56.7% | +43.7% | -100.4% | -65.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling