+47.7%
AMGN vs VT
+12.5%
+35.2%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | +0.9% | -0.1% | +1.0% | +1.0% |
| 30D | +12.1% | -3.1% | +15.2% | +13.7% |
| 3M | +12.2% | -3.5% | +15.7% | +14.0% |
| 6M | +42.1% | +0.5% | +41.7% | +41.0% |
| YTD | +45.0% | +10.8% | +34.3% | +35.7% |
| 1Y | +47.7% | +11.9% | +35.8% | +37.5% |
| All | +47.7% | +12.5% | +35.2% | +37.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling