+23.4%
VTV vs AMC
+37.4%
-14.1%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | -0.4% |
| 7D | +2.3% | +8.4% | -6.1% | +2.1% |
| 30D | +3.8% | +9.2% | -5.4% | +3.6% |
| 3M | +1.7% | +32.0% | -30.3% | +1.0% |
| 6M | +10.9% | +149.3% | -138.4% | +6.3% |
| YTD | +21.7% | +114.1% | -92.4% | +17.2% |
| 1Y | +23.4% | +35.8% | -12.4% | +25.1% |
| All | +23.4% | +37.4% | -14.1% | +25.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling