-99.5%
AMC vs VYM
+77.8%
-177.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -2.7% |
| 7D | -0.8% | +0.1% | -0.9% | -1.0% |
| 30D | -1.2% | -1.3% | +0.1% | +1.0% |
| 3M | +42.2% | +4.1% | +38.2% | +32.1% |
| 6M | +118.8% | +9.8% | +109.0% | +87.6% |
| YTD | +64.1% | +15.3% | +48.8% | +29.9% |
| 1Y | -9.5% | +20.0% | -29.6% | -33.1% |
| 3Y | -64.3% | +66.2% | -130.6% | -85.8% |
| 5Y | -99.5% | +77.5% | -177.0% | -99.8% |
| All | -99.5% | +77.8% | -177.3% | -99.8% |
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 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