-99.4%
AMC vs VSH
+64.7%
-164.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.4% | -0.1% | +2.6% |
| 7D | +2.3% | +4.1% | -1.7% | +0.8% |
| 30D | -0.7% | -4.2% | +3.4% | +0.3% |
| 3M | +35.2% | -50.0% | +85.2% | +74.0% |
| 6M | +124.6% | +80.2% | +44.4% | +49.9% |
| YTD | +69.9% | +121.1% | -51.2% | -0.1% |
| 1Y | -2.6% | +112.0% | -114.6% | -42.5% |
| 3Y | -79.8% | +22.5% | -102.3% | -82.7% |
| All | -99.4% | +64.7% | -164.1% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling