+30.7%
AMCR vs VO
+16.3%
+14.5%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.4% | +2.3% |
| 7D | +6.2% | +1.0% | +5.2% | +5.0% |
| 30D | +16.0% | +2.6% | +13.4% | +12.5% |
| 3M | +4.4% | -0.3% | +4.6% | +4.7% |
| 6M | +35.5% | +7.6% | +27.9% | +23.3% |
| YTD | +21.5% | +14.7% | +6.8% | +3.8% |
| 1Y | +30.7% | +16.4% | +14.3% | +11.3% |
| All | +30.7% | +16.3% | +14.5% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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