+213.0%
VT vs AMC
-98.7%
+311.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -12.5% | +8.4% | -3.8% |
| 7D | -4.2% | 0.0% | -4.2% | -4.2% |
| 30D | -5.8% | +4.4% | -10.2% | -5.9% |
| 3M | -5.2% | +15.4% | -20.6% | -5.6% |
| 6M | +0.1% | +93.7% | -93.6% | -1.6% |
| YTD | +8.2% | +97.4% | -89.2% | +6.1% |
| 1Y | +10.1% | +23.2% | -13.1% | +8.9% |
| 3Y | +69.7% | -71.3% | +140.9% | +70.3% |
| 5Y | +53.4% | -99.3% | +152.6% | +59.4% |
| All | +213.0% | -98.7% | +311.7% | +200.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling