+1,678.9%
VRT vs AMC
-97.7%
+1,776.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -12.5% | -1.5% | -13.6% |
| 7D | -28.1% | 0.0% | -28.1% | -28.1% |
| 30D | -30.2% | +4.4% | -34.6% | -30.3% |
| 3M | -36.4% | +15.4% | -51.8% | -36.8% |
| 6M | -48.2% | +93.7% | -141.9% | -49.7% |
| YTD | +9.2% | +97.4% | -88.3% | +5.5% |
| 1Y | -7.2% | +23.2% | -30.4% | -8.9% |
| 3Y | +338.7% | -71.3% | +410.0% | +343.3% |
| 5Y | +542.8% | -99.3% | +642.1% | +591.2% |
| All | +1,678.9% | -97.7% | +1,776.6% | +1,356.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling