-99.0%
AMC vs VYM
+207.1%
-306.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.5% | -3.4% |
| 7D | -7.1% | -1.9% | -5.2% | -5.0% |
| 30D | -1.7% | -2.6% | +0.9% | +1.5% |
| 3M | +13.5% | +3.6% | +9.9% | +8.3% |
| 6M | +112.6% | +8.7% | +103.9% | +93.0% |
| YTD | +51.3% | +14.1% | +37.2% | +29.8% |
| 1Y | -14.5% | +17.8% | -32.3% | -29.4% |
| 3Y | -67.1% | +64.5% | -131.7% | -81.7% |
| 5Y | -99.5% | +77.5% | -177.1% | -99.7% |
| All | -99.0% | +207.1% | -306.1% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling