+102.6%
V vs AMC
-99.3%
+201.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -12.5% | +9.3% | -2.7% |
| 7D | +2.9% | 0.0% | +2.9% | +2.9% |
| 30D | +14.0% | +4.4% | +9.6% | +13.8% |
| 3M | +14.9% | +15.4% | -0.5% | +14.1% |
| 6M | +31.7% | +93.7% | -62.0% | +27.3% |
| YTD | +21.2% | +97.4% | -76.2% | +16.7% |
| 1Y | +25.3% | +23.2% | +2.1% | +22.7% |
| 3Y | +77.5% | -71.3% | +148.7% | +80.9% |
| 5Y | +102.6% | -99.3% | +201.8% | +143.5% |
| All | +102.6% | -99.3% | +201.8% | +143.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling