+769.3%
VST vs AMCR
-5.7%
+775.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-07 to 2026-09-07.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.6% |
| 7D | +8.9% | -1.9% | +10.8% | +9.5% |
| 30D | +6.2% | -4.1% | +10.3% | +7.3% |
| 3M | -2.7% | +21.7% | -24.4% | -8.8% |
| 6M | -8.4% | +1.5% | -9.8% | -9.7% |
| YTD | -7.2% | +13.1% | -20.3% | -12.1% |
| 1Y | -20.9% | +16.5% | -37.4% | -26.1% |
| 3Y | +384.0% | +10.3% | +373.7% | +350.8% |
| All | +769.3% | -5.7% | +775.1% | +770.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 2021-09-07 to 2026-09-07: compounded portfolio wealth divided by compounded AMCR 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…
2021-09-07 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling