+403.5%
VRT vs AMC
-58.4%
+461.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +8.3% | +1.4% | +9.1% |
| 7D | -10.6% | +6.6% | -17.2% | -10.9% |
| 30D | -17.4% | +14.1% | -31.5% | -18.1% |
| 3M | -26.4% | +31.3% | -57.7% | -27.8% |
| 6M | -41.0% | +126.7% | -167.7% | -44.8% |
| YTD | +23.8% | +117.9% | -94.1% | +15.7% |
| 1Y | +11.6% | +41.1% | -29.5% | +7.6% |
| 3Y | +403.5% | -61.0% | +464.5% | +434.7% |
| All | +403.5% | -58.4% | +461.9% | +434.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling