+812.9%
VGT vs AMC
-99.0%
+911.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.8% | 0.0% |
| 7D | +1.5% | -6.8% | +8.3% | +1.7% |
| 30D | +0.5% | +1.7% | -1.1% | +0.5% |
| 3M | +5.3% | +26.8% | -21.5% | +4.2% |
| 6M | +32.4% | +117.7% | -85.3% | +28.9% |
| YTD | +28.6% | +57.7% | -29.1% | +26.1% |
| 1Y | +37.6% | -12.5% | +50.1% | +36.9% |
| 3Y | +125.5% | -65.7% | +191.2% | +125.9% |
| 5Y | +135.2% | -99.5% | +234.7% | +149.5% |
| 10Y | +812.9% | -99.0% | +911.8% | +806.6% |
| All | +812.9% | -99.0% | +911.8% | +806.6% |
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