-98.8%
AMC price history and return analytics
+221.8%
-320.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.3% |
| 7D | +3.5% | +2.4% | +1.2% | +0.3% |
| 30D | +12.5% | -1.5% | +14.0% | +15.8% |
| 3M | +23.6% | -4.1% | +27.7% | +32.4% |
| 6M | +144.4% | +0.6% | +143.8% | +146.2% |
| YTD | +108.3% | +11.0% | +97.3% | +84.7% |
| 1Y | +38.9% | +13.3% | +25.5% | +19.9% |
| 3Y | -58.9% | +73.4% | -132.3% | -80.3% |
| 5Y | -99.2% | +57.4% | -156.6% | -99.5% |
| All | -98.8% | +221.8% | -320.5% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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