+78.6%
VTV vs AMC
-58.4%
+137.0%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.3% | -6.3% | +1.8% |
| 7D | -0.5% | +6.6% | -7.1% | -0.7% |
| 30D | +3.1% | +14.1% | -11.0% | +2.7% |
| 3M | +1.8% | +31.3% | -29.4% | +1.1% |
| 6M | +10.9% | +126.7% | -115.8% | +8.0% |
| YTD | +20.9% | +117.9% | -97.1% | +17.5% |
| 1Y | +24.6% | +41.1% | -16.4% | +22.4% |
| 3Y | +78.6% | -61.0% | +139.5% | +82.5% |
| All | +78.6% | -58.4% | +137.0% | +82.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling