+100.3%
AMCR vs VO
+424.2%
-323.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -2.4% | +3.1% | -5.5% | -4.2% |
| 30D | +3.6% | +2.2% | +1.4% | +2.3% |
| 3M | -4.2% | -2.5% | -1.7% | -2.7% |
| 6M | +15.5% | +7.0% | +8.6% | +11.1% |
| YTD | +9.7% | +14.0% | -4.3% | +2.0% |
| 1Y | +8.3% | +15.6% | -7.3% | -0.2% |
| 3Y | +15.4% | +66.2% | -50.8% | -13.7% |
| 5Y | -9.1% | +36.6% | -45.7% | -25.0% |
| 10Y | +18.6% | +199.0% | -180.3% | -25.1% |
| All | +100.3% | +424.2% | -323.9% | +24.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling