+482.3%
VTV vs AMCR
+96.6%
+385.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -2.1% | -5.0% | +2.9% | -0.7% |
| 30D | -1.3% | -8.0% | +6.7% | +0.8% |
| 3M | +5.6% | +14.3% | -8.6% | +1.7% |
| 6M | +12.4% | +5.3% | +7.1% | +10.1% |
| YTD | +17.6% | +7.7% | +9.9% | +14.1% |
| 1Y | +23.5% | +10.8% | +12.7% | +18.7% |
| 3Y | +67.0% | +9.6% | +57.4% | +59.2% |
| 5Y | +80.5% | -10.2% | +90.7% | +80.7% |
| 10Y | +230.6% | +16.5% | +214.1% | +198.0% |
| All | +482.3% | +96.6% | +385.7% | +423.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 all: compounded portfolio wealth divided by compounded AMCR 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…
all analysis · Full analysis span regression · 6 months rolling