+388.2%
VTI vs AMC
-97.5%
+485.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +8.3% | -5.8% | +2.3% |
| 7D | +0.2% | +6.6% | -6.3% | +0.1% |
| 30D | -2.9% | +14.1% | -17.0% | -3.2% |
| 3M | -2.6% | +31.3% | -33.9% | -3.4% |
| 6M | +2.8% | +126.7% | -123.9% | +0.2% |
| YTD | +11.6% | +117.9% | -106.4% | +8.6% |
| 1Y | +13.6% | +41.1% | -27.4% | +11.8% |
| 3Y | +79.9% | -61.0% | +140.8% | +79.6% |
| 5Y | +64.3% | -99.1% | +163.4% | +72.3% |
| 10Y | +291.9% | -98.7% | +390.6% | +308.4% |
| All | +388.2% | -97.5% | +485.7% | +345.3% |
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