+59.4%
AMKR vs VCIT
+19.0%
+40.3%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.6% | -2.4% |
| 7D | +10.0% | -1.4% | +11.5% | +13.1% |
| 30D | -19.4% | +0.6% | -20.0% | -20.8% |
| 3M | -37.4% | -2.2% | -35.1% | -34.5% |
| 6M | -51.5% | -2.3% | -49.1% | -49.0% |
| YTD | -8.1% | -2.2% | -5.9% | -3.3% |
| 1Y | +13.8% | -1.4% | +15.2% | +18.3% |
| 3Y | +59.4% | +18.7% | +40.6% | +21.2% |
| All | +59.4% | +19.0% | +40.3% | +21.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling