+688.8%
VRT vs AMCR
-9.0%
+697.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +2.1% |
| 7D | +18.6% | -4.5% | +23.1% | +20.8% |
| 30D | -11.7% | +4.9% | -16.5% | -14.1% |
| 3M | -27.3% | -4.6% | -22.7% | -26.4% |
| 6M | -42.9% | +15.2% | -58.0% | -47.7% |
| YTD | +29.5% | +9.7% | +19.7% | +20.3% |
| 1Y | +21.0% | +10.5% | +10.6% | +11.9% |
| 3Y | +403.1% | +13.8% | +389.3% | +317.5% |
| 5Y | +688.8% | -9.1% | +697.9% | +711.2% |
| All | +688.8% | -9.0% | +697.8% | +711.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling