+1,855.0%
VRT vs AMC
-97.4%
+1,952.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.8% | -4.9% | -3.2% |
| 7D | -17.7% | +5.5% | -23.2% | -17.8% |
| 30D | -20.0% | +16.1% | -36.1% | -20.4% |
| 3M | -28.1% | +43.0% | -71.1% | -29.1% |
| 6M | -42.8% | +130.7% | -173.5% | -44.9% |
| YTD | +20.0% | +121.8% | -101.8% | +15.4% |
| 1Y | +3.5% | +40.7% | -37.1% | +1.2% |
| 3Y | +366.1% | -56.8% | +422.9% | +365.0% |
| 5Y | +632.2% | -99.1% | +731.3% | +683.2% |
| All | +1,855.0% | -97.4% | +1,952.4% | +1,493.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling