+596.5%
VTI vs AMCR
+96.6%
+499.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -2.0% | -5.0% | +2.9% | -0.7% |
| 30D | -1.9% | -8.0% | +6.0% | +0.2% |
| 3M | +4.5% | +14.3% | -9.7% | +0.6% |
| 6M | +12.6% | +5.3% | +7.3% | +10.3% |
| YTD | +12.0% | +7.7% | +4.3% | +8.5% |
| 1Y | +17.3% | +10.8% | +6.5% | +12.7% |
| 3Y | +75.3% | +9.6% | +65.8% | +66.8% |
| 5Y | +74.0% | -10.2% | +84.2% | +74.4% |
| 10Y | +300.0% | +16.5% | +283.6% | +260.9% |
| All | +596.5% | +96.6% | +499.9% | +523.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling