+227.8%
VTV vs AMC
-98.7%
+326.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.6% | +0.1% |
| 7D | 0.0% | +5.5% | -5.4% | -0.1% |
| 30D | +3.2% | +16.1% | -12.9% | +2.9% |
| 3M | +1.7% | +43.0% | -41.3% | +1.0% |
| 6M | +11.0% | +130.7% | -119.6% | +9.0% |
| YTD | +21.0% | +121.8% | -100.8% | +18.8% |
| 1Y | +24.3% | +40.7% | -16.4% | +22.8% |
| 3Y | +76.9% | -56.8% | +133.7% | +76.4% |
| 5Y | +76.9% | -99.1% | +176.0% | +82.7% |
| 10Y | +227.8% | -98.7% | +326.5% | +213.1% |
| All | +227.8% | -98.7% | +326.5% | +213.1% |
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