+9.1%
VNQ vs AMCR
+13.1%
-4.0%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | -1.3% | -1.9% | +0.6% | -0.9% |
| 30D | -2.9% | -4.1% | +1.2% | -2.2% |
| 3M | +0.8% | +21.7% | -20.9% | -2.8% |
| 6M | +2.5% | +1.5% | +1.0% | +0.9% |
| YTD | +10.6% | +13.1% | -2.5% | +6.8% |
| 1Y | +9.1% | +13.0% | -3.9% | +6.1% |
| All | +9.1% | +13.1% | -4.0% | +6.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling