+216.3%
AMKR vs VCIT
+29.6%
+186.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.1% | +7.8% | +7.8% |
| 7D | -16.9% | +0.1% | -17.0% | -17.1% |
| 30D | -37.2% | +1.9% | -39.1% | -39.0% |
| 3M | -39.3% | -1.4% | -37.8% | -38.2% |
| 6M | -57.4% | -2.1% | -55.2% | -56.1% |
| YTD | -16.5% | -1.6% | -14.8% | -14.2% |
| 1Y | -6.0% | -0.9% | -5.1% | -4.2% |
| 3Y | +46.2% | +20.0% | +26.2% | +18.2% |
| 5Y | +49.3% | +3.1% | +46.2% | +42.1% |
| All | +216.3% | +29.6% | +186.7% | +234.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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