-32.0%
VST vs AMC
+24.6%
-56.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.9% | +8.6% | +10.4% |
| 7D | -9.8% | +2.6% | -12.4% | -10.1% |
| 30D | -25.1% | +9.0% | -34.2% | -25.8% |
| 3M | -11.6% | +22.2% | -33.8% | -13.4% |
| 6M | -20.9% | +91.5% | -112.4% | -27.9% |
| YTD | -22.3% | +101.3% | -123.6% | -30.2% |
| 1Y | -32.0% | +20.8% | -52.8% | -37.4% |
| All | -32.0% | +24.6% | -56.6% | -37.4% |
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