+996.4%
VST vs AMC
-98.7%
+1,095.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -12.5% | +6.3% | -5.8% |
| 7D | -19.9% | 0.0% | -19.9% | -19.9% |
| 30D | -29.7% | +4.4% | -34.1% | -29.8% |
| 3M | -19.6% | +15.4% | -34.9% | -19.9% |
| 6M | -29.4% | +93.7% | -123.1% | -31.0% |
| YTD | -29.7% | +97.4% | -127.2% | -31.4% |
| 1Y | -40.0% | +23.2% | -63.2% | -40.9% |
| 3Y | +231.0% | -71.3% | +302.3% | +233.1% |
| 5Y | +500.1% | -99.3% | +599.3% | +534.6% |
| All | +996.4% | -98.7% | +1,095.1% | +894.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling