+396.3%
VUG vs AMC
-98.6%
+494.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.3% | -5.5% | +2.6% |
| 7D | +0.5% | +6.6% | -6.1% | +0.3% |
| 30D | -8.2% | +14.1% | -22.3% | -8.5% |
| 3M | -5.4% | +31.3% | -36.7% | -6.1% |
| 6M | -2.5% | +126.7% | -129.2% | -4.9% |
| YTD | +4.2% | +117.9% | -113.8% | +1.6% |
| 1Y | +5.0% | +41.1% | -36.0% | +3.4% |
| 3Y | +81.7% | -61.0% | +142.7% | +81.4% |
| 5Y | +62.5% | -99.1% | +161.7% | +69.3% |
| 10Y | +396.3% | -98.7% | +495.0% | +390.0% |
| All | +396.3% | -98.6% | +494.9% | +390.0% |
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