-84.3%
AMCI vs VT
+85.7%
-170.0%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.9% | +1.7% | -20.6% | -20.1% |
| 7D | -32.3% | -0.3% | -32.0% | -32.1% |
| 30D | -46.6% | -1.4% | -45.2% | -46.0% |
| 3M | -66.8% | -1.4% | -65.4% | -66.3% |
| 6M | -75.7% | +5.5% | -81.1% | -75.9% |
| YTD | -80.0% | +12.8% | -92.8% | -80.5% |
| 1Y | -74.3% | +15.4% | -89.7% | -74.9% |
| 3Y | -85.1% | +76.9% | -161.9% | -85.6% |
| All | -84.3% | +85.7% | -170.0% | -84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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