+567.3%
VRT vs AMC
-99.3%
+666.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.9% | +1.5% | +3.3% |
| 7D | -21.4% | +2.6% | -24.0% | -21.6% |
| 30D | -25.8% | +9.0% | -34.8% | -26.4% |
| 3M | -33.5% | +22.2% | -55.7% | -35.1% |
| 6M | -49.0% | +91.5% | -140.5% | -53.4% |
| YTD | +12.9% | +101.3% | -88.3% | +1.9% |
| 1Y | 0.0% | +20.8% | -20.8% | -4.8% |
| 3Y | +361.8% | -71.3% | +433.1% | +388.5% |
| All | +567.3% | -99.3% | +666.6% | +936.8% |
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