+1,216.9%
VST vs AMC
-98.9%
+1,315.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.8% |
| 6M | -8.4% | +124.6% | -132.9% | -10.7% |
| YTD | -7.2% | +69.9% | -77.1% | -9.0% |
| 1Y | -20.9% | -2.6% | -18.3% | -21.5% |
| 3Y | +384.0% | -79.8% | +463.8% | +389.8% |
| 5Y | +757.1% | -99.4% | +856.5% | +811.3% |
| All | +1,216.9% | -98.9% | +1,315.8% | +1,086.7% |
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