+80.3%
VTV vs AMC
-99.5%
+179.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.6% | -0.7% |
| 7D | +0.3% | -0.8% | +1.1% | +0.3% |
| 30D | +0.1% | -1.2% | +1.3% | +0.1% |
| 3M | +6.2% | +42.2% | -36.0% | +4.5% |
| 6M | +13.5% | +118.8% | -105.3% | +9.7% |
| YTD | +18.9% | +64.1% | -45.3% | +15.9% |
| 1Y | +25.8% | -9.5% | +35.3% | +24.9% |
| 3Y | +68.7% | -64.3% | +133.1% | +69.2% |
| 5Y | +80.3% | -99.5% | +179.8% | +101.6% |
| All | +80.3% | -99.5% | +179.8% | +101.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling