-39.3%
VG vs AMC
-22.5%
-16.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.3% | -4.7% | -0.5% |
| 7D | +1.7% | +2.3% | -0.6% | +1.6% |
| 30D | +16.0% | -0.7% | +16.8% | +16.0% |
| 3M | +9.7% | +35.2% | -25.5% | +7.6% |
| 6M | +29.6% | +124.6% | -95.0% | +19.3% |
| YTD | +112.0% | +69.9% | +42.1% | +105.9% |
| 1Y | +12.8% | -2.6% | +15.4% | +26.8% |
| All | -39.3% | -22.5% | -16.8% | -28.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling