+13.8%
VRT vs AMC
+38.0%
-24.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +7.3% | -20.2% | -13.2% |
| 7D | -15.4% | +17.7% | -33.1% | -16.1% |
| 30D | -19.0% | +26.2% | -45.1% | -19.9% |
| 3M | -23.8% | +31.3% | -55.2% | -25.1% |
| 6M | -37.9% | +142.8% | -180.6% | -41.2% |
| YTD | +27.0% | +125.6% | -98.7% | +22.8% |
| 1Y | +13.8% | +40.2% | -26.4% | +25.4% |
| All | +13.8% | +38.0% | -24.2% | +25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling