-9.2%
AMCR vs VT
+57.0%
-66.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -2.4% | +2.4% | -4.7% | -4.3% |
| 30D | +3.6% | -1.5% | +5.1% | +4.8% |
| 3M | -4.2% | -4.1% | -0.1% | -1.0% |
| 6M | +15.5% | +0.6% | +15.0% | +14.7% |
| YTD | +9.7% | +11.0% | -1.3% | +0.7% |
| 1Y | +8.3% | +13.3% | -5.0% | -2.3% |
| 3Y | +15.4% | +73.4% | -58.0% | -28.1% |
| All | -9.2% | +57.0% | -66.2% | -41.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling