-66.5%
AMC vs VYM
+64.8%
-131.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.3% |
| 7D | -6.8% | -1.0% | -5.8% | -5.7% |
| 30D | +1.7% | -2.0% | +3.7% | +4.4% |
| 3M | +26.8% | +3.1% | +23.7% | +21.1% |
| 6M | +117.7% | +8.9% | +108.8% | +95.1% |
| YTD | +57.7% | +14.7% | +43.0% | +32.8% |
| 1Y | -12.5% | +19.4% | -31.9% | -29.9% |
| All | -66.5% | +64.8% | -131.3% | -83.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling