-98.8%
AMC vs VTEB
+23.2%
-121.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.5% |
| 7D | +3.5% | -1.2% | +4.7% | +4.4% |
| 30D | +12.5% | +2.5% | +10.0% | +10.6% |
| 3M | +23.6% | -1.7% | +25.3% | +25.1% |
| 6M | +144.4% | -1.2% | +145.6% | +146.8% |
| YTD | +108.3% | -0.5% | +108.8% | +109.8% |
| 1Y | +38.9% | -0.1% | +39.0% | +39.5% |
| 3Y | -58.9% | +10.5% | -69.3% | -60.6% |
| 5Y | -99.2% | +2.6% | -101.8% | -99.2% |
| All | -98.8% | +23.2% | -121.9% | -98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling