+245.3%
AMGN vs VT
+222.7%
+22.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.5% |
| 7D | +1.1% | +0.4% | +0.7% | +0.8% |
| 30D | +7.8% | +1.0% | +6.9% | +7.1% |
| 3M | +27.3% | +2.4% | +24.9% | +25.0% |
| 6M | +16.8% | +12.0% | +4.8% | +7.9% |
| YTD | +36.3% | +15.3% | +21.0% | +23.4% |
| 1Y | +60.4% | +22.6% | +37.8% | +39.4% |
| 3Y | +86.3% | +74.7% | +11.7% | +26.3% |
| 5Y | +125.7% | +66.1% | +59.5% | +57.2% |
| All | +245.3% | +222.7% | +22.5% | +32.1% |
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