+133.8%
VGT vs AMC
-99.4%
+233.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.3% | -4.0% | 0.0% |
| 7D | +1.0% | +2.3% | -1.3% | +0.8% |
| 30D | +1.3% | -0.7% | +2.0% | +1.3% |
| 3M | -1.1% | +35.2% | -36.3% | -4.3% |
| 6M | +32.6% | +124.6% | -91.9% | +22.9% |
| YTD | +29.0% | +69.9% | -40.9% | +21.6% |
| 1Y | +39.7% | -2.6% | +42.3% | +36.7% |
| 3Y | +120.9% | -79.8% | +200.7% | +131.1% |
| All | +133.8% | -99.4% | +233.2% | +203.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling