-99.2%
AMC vs VYM
+71.9%
-171.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.5% |
| 7D | +3.5% | +3.7% | -0.2% | -2.3% |
| 30D | +12.5% | +3.7% | +8.8% | +6.8% |
| 3M | +23.6% | -0.7% | +24.3% | +25.9% |
| 6M | +144.4% | +7.2% | +137.1% | +118.5% |
| YTD | +108.3% | +16.9% | +91.4% | +62.6% |
| 1Y | +38.9% | +19.6% | +19.3% | +4.6% |
| 3Y | -58.9% | +74.6% | -133.4% | -84.9% |
| All | -99.2% | +71.9% | -171.1% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling