-70.0%
AMC vs VT
+73.6%
-143.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +9.7% | -1.6% | +11.3% | +12.0% |
| 30D | +18.4% | -2.5% | +20.9% | +22.7% |
| 3M | +15.1% | -1.3% | +16.4% | +17.4% |
| 6M | +126.2% | +3.1% | +123.1% | +120.0% |
| YTD | +110.3% | +10.9% | +99.3% | +88.1% |
| 1Y | +27.1% | +12.1% | +15.1% | +12.5% |
| All | -70.0% | +73.6% | -143.6% | -86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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