+449.7%
V vs AMC
-98.7%
+548.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | 0.0% |
| 7D | +2.2% | +2.6% | -0.4% | +2.1% |
| 30D | +13.6% | +9.0% | +4.6% | +13.4% |
| 3M | +14.3% | +22.2% | -7.9% | +13.8% |
| 6M | +33.1% | +91.5% | -58.4% | +30.9% |
| YTD | +21.2% | +101.3% | -80.0% | +18.9% |
| 1Y | +26.4% | +20.8% | +5.7% | +25.1% |
| 3Y | +77.6% | -71.3% | +148.9% | +78.4% |
| 5Y | +102.6% | -99.2% | +201.8% | +111.5% |
| All | +449.7% | -98.7% | +548.4% | +408.7% |
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