+1,934.0%
VRT vs AMC
-97.5%
+2,031.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.7% | -0.9% | -3.5% |
| 7D | +10.5% | +3.5% | +7.0% | +10.4% |
| 30D | -9.3% | +12.5% | -21.8% | -9.7% |
| 3M | -29.6% | +23.6% | -53.2% | -30.2% |
| 6M | -45.4% | +144.4% | -189.7% | -47.5% |
| YTD | +24.8% | +108.3% | -83.5% | +20.4% |
| 1Y | +23.6% | +38.9% | -15.3% | +20.9% |
| 3Y | +379.7% | -58.9% | +438.5% | +379.4% |
| 5Y | +660.3% | -99.2% | +759.5% | +715.6% |
| All | +1,934.0% | -97.5% | +2,031.5% | +1,561.7% |
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