+49.9%
VG vs AMC
+21.7%
+28.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -12.5% | +8.5% | -5.1% |
| 7D | -22.0% | 0.0% | -22.0% | -21.8% |
| 30D | -14.7% | +4.4% | -19.1% | -14.1% |
| 3M | -7.1% | +15.4% | -22.4% | -5.2% |
| 6M | -11.2% | +93.7% | -104.9% | -0.7% |
| YTD | +69.8% | +97.4% | -27.6% | +100.3% |
| 1Y | +49.9% | +23.2% | +26.7% | +114.2% |
| All | +49.9% | +21.7% | +28.1% | +114.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling