+716.4%
VGT vs AMC
-98.6%
+815.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +8.3% | -5.1% | +3.0% |
| 7D | -1.6% | +6.6% | -8.2% | -1.8% |
| 30D | -12.5% | +14.1% | -26.6% | -12.8% |
| 3M | -7.7% | +31.3% | -39.0% | -8.5% |
| 6M | -0.2% | +126.7% | -126.8% | -2.9% |
| YTD | +19.3% | +117.9% | -98.7% | +15.8% |
| 1Y | +18.2% | +41.1% | -22.9% | +16.1% |
| 3Y | +109.6% | -61.0% | +170.6% | +109.2% |
| 5Y | +105.5% | -99.1% | +204.7% | +115.4% |
| 10Y | +716.4% | -98.7% | +815.1% | +708.5% |
| All | +716.4% | -98.6% | +815.0% | +708.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling