+6.8%
VRT vs AMC
+40.5%
-33.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +8.3% | +1.4% | +9.0% |
| 7D | -10.6% | +6.6% | -17.2% | -10.8% |
| 30D | -17.4% | +14.1% | -31.5% | -17.9% |
| 3M | -26.4% | +31.3% | -57.7% | -27.6% |
| 6M | -41.0% | +126.7% | -167.7% | -43.9% |
| YTD | +23.8% | +117.9% | -94.1% | +20.5% |
| All | +6.8% | +40.5% | -33.7% | +20.4% |
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