+905.2%
VRT vs AMC
-99.4%
+1,004.7%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.3% | 0.0% | +3.9% |
| 7D | +9.1% | +2.3% | +6.8% | +8.9% |
| 30D | +0.9% | -0.7% | +1.7% | +0.9% |
| 3M | -13.4% | +35.2% | -48.6% | -17.2% |
| 6M | +11.7% | +124.6% | -112.9% | +0.2% |
| YTD | +73.2% | +69.9% | +3.4% | +59.5% |
| 1Y | +123.4% | -2.6% | +126.0% | +117.5% |
| 3Y | +606.2% | -79.8% | +685.9% | +664.0% |
| All | +905.2% | -99.4% | +1,004.7% | +1,324.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling