+728.4%
VGT vs AMC
-98.8%
+827.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.7% | +1.0% | -1.6% |
| 7D | +2.5% | +3.5% | -1.0% | +2.4% |
| 30D | -9.5% | +12.5% | -22.0% | -9.8% |
| 3M | -9.5% | +23.6% | -33.1% | -10.1% |
| 6M | -1.8% | +144.4% | -146.1% | -4.7% |
| YTD | +18.4% | +108.3% | -89.9% | +15.2% |
| 1Y | +18.7% | +38.9% | -20.1% | +16.7% |
| 3Y | +103.8% | -58.9% | +162.7% | +103.2% |
| 5Y | +104.4% | -99.2% | +203.5% | +114.5% |
| All | +728.4% | -98.8% | +827.2% | +722.7% |
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