+66.4%
VUG vs AMC
-99.1%
+165.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.8% | +1.7% |
| 7D | -1.1% | -2.8% | +1.8% | -0.9% |
| 30D | -7.0% | +14.0% | -21.0% | -7.8% |
| 3M | -3.7% | +42.5% | -46.2% | -6.1% |
| 6M | -1.6% | +142.6% | -144.2% | -8.6% |
| YTD | +5.1% | +119.2% | -114.1% | -2.2% |
| 1Y | +3.8% | +40.7% | -37.0% | -0.7% |
| 3Y | +79.9% | -57.3% | +137.2% | +80.0% |
| 5Y | +66.4% | -99.1% | +165.5% | +110.3% |
| All | +66.4% | -99.1% | +165.5% | +110.3% |
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