-63.0%
AMCI vs VT
+75.0%
-137.9%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +0.5% | +0.4% | +0.1% | +0.2% |
| 30D | -18.9% | +1.0% | -19.9% | -19.3% |
| 3M | -25.1% | +2.4% | -27.5% | -26.0% |
| 6M | -41.9% | +12.0% | -53.9% | -44.6% |
| YTD | -50.7% | +15.3% | -66.0% | -53.0% |
| 1Y | -67.9% | +22.6% | -90.5% | -69.5% |
| All | -63.0% | +75.0% | -137.9% | -64.9% |
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 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