-81.6%
AMCI vs VT
+73.6%
-155.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.1% | 0.0% | -14.1% | -14.1% |
| 7D | -5.3% | -1.6% | -3.7% | -3.7% |
| 30D | -35.0% | -2.5% | -32.6% | -33.4% |
| 3M | -58.8% | -1.3% | -57.5% | -57.9% |
| 6M | -71.2% | +3.1% | -74.3% | -71.0% |
| YTD | -75.3% | +10.9% | -86.2% | -75.6% |
| 1Y | -72.5% | +12.1% | -84.5% | -72.8% |
| All | -81.6% | +73.6% | -155.2% | -82.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling