+125.8%
VGT vs AMC
-67.8%
+193.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | 0.0% |
| 7D | +1.8% | -0.8% | +2.6% | +1.9% |
| 30D | -0.3% | -1.2% | +0.8% | -0.3% |
| 3M | +3.4% | +42.2% | -38.9% | +0.3% |
| 6M | +35.0% | +118.8% | -83.8% | +27.0% |
| YTD | +28.8% | +64.1% | -35.3% | +22.9% |
| 1Y | +38.0% | -9.5% | +47.5% | +35.7% |
| 3Y | +125.8% | -64.3% | +190.1% | +123.5% |
| All | +125.8% | -67.8% | +193.6% | +123.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling