-39.3%
VG vs AMCR
-1.0%
-38.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.5% |
| 7D | +1.7% | -1.9% | +3.6% | +0.9% |
| 30D | +16.0% | -4.1% | +20.1% | +14.3% |
| 3M | +9.7% | +21.7% | -12.0% | +17.9% |
| 6M | +29.6% | +1.5% | +28.1% | +42.9% |
| YTD | +112.0% | +13.1% | +98.9% | +127.1% |
| 1Y | +12.8% | +13.0% | -0.2% | +21.3% |
| All | -39.3% | -1.0% | -38.3% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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