+345.7%
AMGN vs VT
+215.5%
+130.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -1.2% | -2.3% | +1.1% | +0.4% |
| 30D | +11.5% | -5.0% | +16.4% | +15.2% |
| 3M | +14.4% | -4.9% | +19.3% | +18.1% |
| 6M | +40.9% | -1.5% | +42.5% | +41.9% |
| YTD | +43.5% | +8.5% | +35.1% | +35.3% |
| 1Y | +49.9% | +11.4% | +38.6% | +38.8% |
| 3Y | +84.6% | +70.1% | +14.6% | +27.6% |
| 5Y | +151.6% | +53.7% | +97.9% | +85.4% |
| All | +345.7% | +215.5% | +130.1% | +84.4% |
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