+40.2%
AMC vs VYM
+21.8%
+18.5%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.2% | +6.1% | +5.5% |
| 7D | +17.7% | +1.2% | +16.6% | +15.8% |
| 30D | +26.2% | +5.2% | +20.9% | +17.2% |
| 3M | +31.3% | +0.5% | +30.8% | +30.7% |
| 6M | +142.8% | +7.7% | +135.1% | +111.0% |
| YTD | +125.6% | +17.2% | +108.5% | +66.8% |
| 1Y | +40.2% | +21.7% | +18.6% | -7.2% |
| All | +40.2% | +21.8% | +18.5% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling