-40.0%
VST vs AMC
+21.7%
-61.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -12.5% | +6.3% | -5.1% |
| 7D | -19.9% | 0.0% | -19.9% | -20.0% |
| 30D | -29.7% | +4.4% | -34.1% | -30.0% |
| 3M | -19.6% | +15.4% | -34.9% | -20.8% |
| 6M | -29.4% | +93.7% | -123.1% | -35.7% |
| YTD | -29.7% | +97.4% | -127.2% | -36.7% |
| 1Y | -40.0% | +23.2% | -63.2% | -45.8% |
| All | -40.0% | +21.7% | -61.8% | -45.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling