+800.0%
VGT vs AMCR
+14.6%
+785.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.6% | +2.8% | +1.7% |
| 7D | -0.2% | -6.3% | +6.1% | +2.1% |
| 30D | -0.4% | -7.8% | +7.4% | +2.2% |
| 3M | +4.4% | +7.5% | -3.1% | +1.2% |
| 6M | +32.1% | +2.7% | +29.4% | +29.4% |
| YTD | +28.8% | +6.0% | +22.7% | +23.8% |
| 1Y | +35.3% | +7.8% | +27.6% | +28.9% |
| 3Y | +124.8% | +5.8% | +119.0% | +110.6% |
| 5Y | +137.9% | -11.6% | +149.5% | +139.6% |
| All | +800.0% | +14.6% | +785.3% | +659.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 10y: compounded portfolio wealth divided by compounded AMCR 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…
10y analysis · Full analysis span regression · 6 months rolling