+508.9%
VUG vs AMC
-97.7%
+606.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +0.9% |
| 7D | -3.4% | +2.6% | -6.0% | -3.5% |
| 30D | -11.1% | +9.0% | -20.1% | -11.3% |
| 3M | -7.2% | +22.2% | -29.4% | -7.8% |
| 6M | -4.1% | +91.5% | -95.6% | -6.3% |
| YTD | +1.4% | +101.3% | -99.9% | -1.2% |
| 1Y | +1.9% | +20.8% | -18.9% | +0.5% |
| 3Y | +77.7% | -71.3% | +149.1% | +78.7% |
| 5Y | +57.6% | -99.2% | +156.8% | +65.8% |
| 10Y | +398.6% | -98.7% | +497.3% | +425.2% |
| All | +508.9% | -97.7% | +606.6% | +463.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling