+1,072.9%
VGT vs AMC
-97.5%
+1,170.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.2% | +4.1% | +2.9% |
| 7D | -1.6% | -2.8% | +1.3% | -1.5% |
| 30D | -10.1% | +14.0% | -24.1% | -10.5% |
| 3M | -5.3% | +42.5% | -47.8% | -6.4% |
| 6M | +0.2% | +142.6% | -142.3% | -3.0% |
| YTD | +21.1% | +119.2% | -98.1% | +17.3% |
| 1Y | +18.2% | +40.7% | -22.6% | +15.9% |
| 3Y | +107.4% | -57.3% | +164.7% | +106.6% |
| 5Y | +111.5% | -99.1% | +210.7% | +123.5% |
| 10Y | +735.5% | -98.7% | +834.3% | +799.2% |
| All | +1,072.9% | -97.5% | +1,170.5% | +978.9% |
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 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