+54.4%
AMJB vs VT
+57.0%
-2.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -0.8% | -1.6% | +0.8% | -0.2% |
| 30D | -0.3% | -2.5% | +2.2% | +0.8% |
| 3M | -4.6% | -1.3% | -3.3% | -4.2% |
| 6M | +1.0% | +3.1% | -2.1% | -1.2% |
| YTD | +22.1% | +10.9% | +11.2% | +14.1% |
| 1Y | +26.3% | +12.1% | +14.2% | +17.0% |
| All | +54.4% | +57.0% | -2.6% | +14.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling