+588.9%
VST vs AMC
-99.3%
+688.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.9% | +8.6% | +10.5% |
| 7D | -9.8% | +2.6% | -12.4% | -10.0% |
| 30D | -25.1% | +9.0% | -34.2% | -25.5% |
| 3M | -11.6% | +22.2% | -33.8% | -12.5% |
| 6M | -20.9% | +91.5% | -112.4% | -23.9% |
| YTD | -22.3% | +101.3% | -123.6% | -25.6% |
| 1Y | -32.0% | +20.8% | -52.8% | -33.6% |
| 3Y | +262.4% | -71.3% | +333.7% | +268.7% |
| All | +588.9% | -99.3% | +688.2% | +691.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling