-97.6%
AMC vs VT
+257.1%
-354.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +22.6% |
| 3M | +15.1% | -1.3% | +16.4% | +17.3% |
| 6M | +126.2% | +3.1% | +123.1% | +119.5% |
| YTD | +110.3% | +10.9% | +99.3% | +86.7% |
| 1Y | +27.1% | +12.1% | +15.1% | +11.6% |
| 3Y | -69.4% | +73.9% | -143.3% | -84.8% |
| 5Y | -99.2% | +58.0% | -157.2% | -99.5% |
| 10Y | -98.6% | +225.5% | -324.1% | -99.6% |
| All | -97.6% | +257.1% | -354.7% | -99.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling