+373.4%
VST vs AMC
-79.6%
+453.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.3% | -0.8% | +3.4% |
| 7D | +8.9% | +2.3% | +6.6% | +8.8% |
| 30D | +6.2% | -0.7% | +7.0% | +6.2% |
| 3M | -2.7% | +35.2% | -37.9% | -4.1% |
| 6M | -8.4% | +124.6% | -132.9% | -11.6% |
| YTD | -7.2% | +69.9% | -77.1% | -9.7% |
| 1Y | -20.9% | -2.6% | -18.3% | -22.2% |
| All | +373.4% | -79.6% | +453.0% | +364.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling