+7.5%
AMCR vs VIG
+54.7%
-47.2%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.2% |
| 7D | -5.0% | -2.2% | -2.7% | -2.8% |
| 30D | -8.0% | -3.2% | -4.8% | -4.9% |
| 3M | +14.3% | +3.0% | +11.2% | +11.3% |
| 6M | +5.3% | +8.1% | -2.8% | -1.8% |
| YTD | +7.7% | +9.1% | -1.3% | -0.2% |
| 1Y | +10.8% | +12.6% | -1.7% | -0.2% |
| All | +7.5% | +54.7% | -47.2% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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