+105.5%
V vs AMC
-99.2%
+204.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.3% | -8.4% | -0.4% |
| 7D | -0.8% | +6.6% | -7.4% | -1.1% |
| 30D | +9.5% | +14.1% | -4.6% | +8.9% |
| 3M | +16.7% | +31.3% | -14.6% | +15.3% |
| 6M | +32.9% | +126.7% | -93.7% | +27.8% |
| YTD | +21.1% | +117.9% | -96.9% | +16.2% |
| 1Y | +26.6% | +41.1% | -14.4% | +23.5% |
| 3Y | +78.4% | -61.0% | +139.3% | +79.3% |
| 5Y | +105.5% | -99.1% | +204.6% | +140.1% |
| All | +105.5% | -99.2% | +204.7% | +140.1% |
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