+59.3%
AMKR vs VCIT
+3.2%
+56.0%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.1% | +6.6% | +6.6% |
| 7D | -5.3% | +0.7% | -6.0% | -6.4% |
| 30D | -28.7% | +1.8% | -30.5% | -30.8% |
| 3M | -36.6% | -1.6% | -35.0% | -35.1% |
| 6M | -54.2% | -2.1% | -52.1% | -52.6% |
| YTD | -10.9% | -1.6% | -9.3% | -8.3% |
| 1Y | +1.3% | -0.8% | +2.1% | +3.4% |
| 3Y | +60.0% | +19.9% | +40.1% | +28.5% |
| 5Y | +59.3% | +3.3% | +55.9% | +37.0% |
| All | +59.3% | +3.2% | +56.0% | +37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling