+1,740.6%
VRT vs AMC
-97.6%
+1,838.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.9% | +1.5% | +3.4% |
| 7D | -21.4% | +2.6% | -24.0% | -21.4% |
| 30D | -25.8% | +9.0% | -34.8% | -26.0% |
| 3M | -33.5% | +22.2% | -55.7% | -34.1% |
| 6M | -49.0% | +91.5% | -140.5% | -50.6% |
| YTD | +12.9% | +101.3% | -88.3% | +9.0% |
| 1Y | 0.0% | +20.8% | -20.8% | -1.7% |
| 3Y | +361.8% | -71.3% | +433.1% | +366.6% |
| 5Y | +565.1% | -99.2% | +664.4% | +614.7% |
| All | +1,740.6% | -97.6% | +1,838.2% | +1,405.5% |
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