-61.4%
AMCI vs VT
+89.8%
-151.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -19.2% |
| 3M | -25.1% | +2.4% | -27.5% | -25.9% |
| 6M | -41.9% | +12.0% | -53.9% | -44.2% |
| YTD | -50.7% | +15.3% | -66.0% | -52.7% |
| 1Y | -67.9% | +22.6% | -90.5% | -69.3% |
| 3Y | -63.0% | +74.7% | -137.7% | -64.8% |
| All | -61.4% | +89.8% | -151.2% | -63.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling