+232.9%
VTV vs AMC
-99.0%
+331.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.9% | +3.6% | -0.3% |
| 7D | -0.7% | -6.8% | +6.2% | -0.5% |
| 30D | -0.5% | +1.7% | -2.1% | -0.5% |
| 3M | +5.3% | +26.8% | -21.5% | +4.6% |
| 6M | +12.9% | +117.7% | -104.8% | +10.9% |
| YTD | +18.5% | +57.7% | -39.2% | +17.0% |
| 1Y | +25.3% | -12.5% | +37.7% | +24.8% |
| 3Y | +68.2% | -65.7% | +133.9% | +68.3% |
| 5Y | +80.6% | -99.5% | +180.1% | +88.3% |
| 10Y | +232.9% | -99.0% | +331.9% | +219.0% |
| All | +232.9% | -99.0% | +331.9% | +219.0% |
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