+13.8%
VRT vs AMCR
+32.3%
-18.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +3.3% | -16.2% | -13.2% |
| 7D | -15.4% | +6.2% | -21.6% | -16.3% |
| 30D | -19.0% | +16.0% | -35.0% | -21.5% |
| 3M | -23.8% | +4.4% | -28.2% | -24.4% |
| 6M | -37.9% | +35.5% | -73.4% | -43.5% |
| YTD | +27.0% | +21.5% | +5.4% | +24.1% |
| 1Y | +13.8% | +30.7% | -16.9% | +13.0% |
| All | +13.8% | +32.3% | -18.5% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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