+1,019.2%
VGT vs AMC
-97.7%
+1,116.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.9% | -0.6% | +1.3% |
| 7D | -7.2% | +2.6% | -9.8% | -7.3% |
| 30D | -16.1% | +9.0% | -25.2% | -16.3% |
| 3M | -9.2% | +22.2% | -31.3% | -9.8% |
| 6M | -0.7% | +91.5% | -92.2% | -3.2% |
| YTD | +15.6% | +101.3% | -85.7% | +12.2% |
| 1Y | +14.4% | +20.8% | -6.4% | +12.6% |
| 3Y | +105.2% | -71.3% | +176.5% | +106.5% |
| 5Y | +100.0% | -99.2% | +199.3% | +112.1% |
| 10Y | +712.1% | -98.7% | +810.8% | +757.2% |
| All | +1,019.2% | -97.7% | +1,116.9% | +932.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling