-85.4%
AMCI vs VT
+10.7%
-96.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -30.6% | -4.1% | -26.5% | -19.4% |
| 7D | -55.5% | -4.2% | -51.3% | -48.2% |
| 30D | -62.5% | -5.8% | -56.7% | -54.4% |
| 3M | -77.1% | -5.2% | -71.9% | -72.4% |
| 6M | -82.2% | +0.1% | -82.4% | -80.2% |
| YTD | -86.1% | +8.2% | -94.3% | -85.0% |
| 1Y | -85.4% | +10.1% | -95.5% | -83.6% |
| All | -85.4% | +10.7% | -96.0% | -83.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling