-28.5%
VST vs AMC
+40.5%
-69.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +8.3% | -1.0% | +6.4% |
| 7D | -0.5% | +6.6% | -7.1% | -1.2% |
| 30D | -17.1% | +14.1% | -31.2% | -18.2% |
| 3M | -4.6% | +31.3% | -35.9% | -7.4% |
| 6M | -9.1% | +126.7% | -135.7% | -19.6% |
| YTD | -16.6% | +117.9% | -134.6% | -26.0% |
| All | -28.5% | +40.5% | -69.0% | -31.4% |
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