+57.5%
VT vs AMCR
-9.1%
+66.6%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.4% | -2.4% | +4.7% | +3.1% |
| 30D | -1.5% | +3.6% | -5.1% | -2.8% |
| 3M | -4.1% | -4.2% | +0.1% | -3.0% |
| 6M | +0.6% | +15.5% | -15.0% | -5.1% |
| YTD | +11.0% | +9.7% | +1.3% | +5.6% |
| 1Y | +13.3% | +8.3% | +5.0% | +8.3% |
| 3Y | +73.4% | +15.4% | +58.0% | +55.6% |
| All | +57.5% | -9.1% | +66.6% | +58.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling