-10.9%
AMC vs VYM
+19.1%
-30.0%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.2% |
| 7D | -6.8% | -1.0% | -5.8% | -5.6% |
| 30D | +1.7% | -2.0% | +3.7% | +4.5% |
| 3M | +26.8% | +3.1% | +23.7% | +19.8% |
| 6M | +117.7% | +8.9% | +108.8% | +89.7% |
| YTD | +57.7% | +14.7% | +43.0% | +30.6% |
| All | -10.9% | +19.1% | -30.0% | -26.9% |
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