+14.6%
AMCR vs VO
+200.3%
-185.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -2.2% |
| 7D | -6.3% | -1.5% | -4.7% | -5.2% |
| 30D | -7.8% | -3.0% | -4.8% | -5.6% |
| 3M | +7.5% | +2.8% | +4.7% | +5.3% |
| 6M | +2.7% | +10.9% | -8.2% | -4.7% |
| YTD | +6.0% | +12.5% | -6.4% | -2.5% |
| 1Y | +7.8% | +12.0% | -4.2% | -0.8% |
| 3Y | +5.8% | +56.3% | -50.5% | -24.3% |
| 5Y | -11.6% | +42.9% | -54.6% | -33.1% |
| All | +14.6% | +200.3% | -185.6% | -38.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling