+962.7%
VST vs AMC
-98.6%
+1,061.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +7.3% | -21.1% | -14.0% |
| 7D | -15.7% | +17.7% | -33.4% | -16.1% |
| 30D | -17.0% | +26.2% | -43.1% | -17.5% |
| 3M | -15.9% | +31.3% | -47.2% | -16.6% |
| 6M | -25.0% | +142.8% | -167.7% | -27.1% |
| YTD | -25.1% | +125.6% | -150.8% | -27.2% |
| 1Y | -34.9% | +40.2% | -75.1% | -36.0% |
| 3Y | +252.7% | -67.2% | +319.8% | +253.7% |
| 5Y | +582.3% | -99.1% | +681.5% | +618.7% |
| 10Y | +1,076.6% | -98.5% | +1,175.1% | +952.2% |
| All | +962.7% | -98.6% | +1,061.3% | +850.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling