+55.6%
VT vs AMCR
+12.4%
+43.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | +0.1% | -1.5% |
| 7D | -2.5% | -4.8% | +2.3% | -1.4% |
| 30D | -1.0% | +8.0% | -9.0% | -2.8% |
| 3M | +2.9% | +13.0% | -10.0% | -0.3% |
| 6M | +9.3% | +18.0% | -8.7% | +4.5% |
| YTD | +2.1% | +14.6% | -12.5% | -1.5% |
| 1Y | +23.1% | -1.3% | +24.5% | +21.9% |
| All | +55.6% | +12.4% | +43.2% | +46.9% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling