+1,149.4%
VGT vs AMC
-98.1%
+1,247.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.3% | -4.0% | +0.2% |
| 7D | +1.0% | +2.3% | -1.3% | +0.9% |
| 30D | +1.3% | -0.7% | +2.0% | +1.3% |
| 3M | -1.1% | +35.2% | -36.3% | -2.5% |
| 6M | +32.6% | +124.6% | -91.9% | +28.6% |
| YTD | +29.0% | +69.9% | -40.9% | +26.0% |
| 1Y | +39.7% | -2.6% | +42.3% | +38.5% |
| 3Y | +120.9% | -79.8% | +200.7% | +123.8% |
| 5Y | +133.6% | -99.4% | +233.0% | +149.1% |
| 10Y | +792.6% | -98.9% | +891.4% | +841.7% |
| All | +1,149.4% | -98.1% | +1,247.4% | +1,058.9% |
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