-87.5%
AMKL vs VT
+3.3%
-90.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -1.1% |
| 7D | +44.8% | +2.9% | +41.9% | +20.9% |
| 30D | -46.2% | -2.5% | -43.7% | -29.4% |
| 3M | -65.0% | -3.3% | -61.7% | -49.7% |
| 6M | -86.2% | +1.5% | -87.7% | -83.7% |
| All | -87.5% | +3.3% | -90.8% | -86.3% |
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