+444.2%
V vs AMC
-98.6%
+542.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.3% | -8.4% | -0.3% |
| 7D | -0.8% | +6.6% | -7.4% | -0.9% |
| 30D | +9.5% | +14.1% | -4.6% | +9.2% |
| 3M | +16.7% | +31.3% | -14.6% | +16.0% |
| 6M | +32.9% | +126.7% | -93.7% | +30.3% |
| YTD | +21.1% | +117.9% | -96.9% | +18.6% |
| 1Y | +26.6% | +41.1% | -14.4% | +25.0% |
| 3Y | +78.4% | -61.0% | +139.3% | +78.1% |
| 5Y | +105.5% | -99.1% | +204.6% | +114.0% |
| 10Y | +444.2% | -98.7% | +542.9% | +409.7% |
| All | +444.2% | -98.6% | +542.9% | +409.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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