+555.2%
AMKR vs VCIT
+96.5%
+458.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.1% | +6.6% | +6.6% |
| 7D | -5.3% | +0.7% | -6.0% | -5.9% |
| 30D | -28.7% | +1.8% | -30.5% | -29.8% |
| 3M | -36.6% | -1.6% | -35.0% | -35.8% |
| 6M | -54.2% | -2.1% | -52.1% | -53.4% |
| YTD | -10.9% | -1.6% | -9.3% | -9.6% |
| 1Y | +1.3% | -0.8% | +2.1% | +2.4% |
| 3Y | +60.0% | +19.9% | +40.1% | +44.2% |
| 5Y | +59.3% | +3.3% | +55.9% | +49.4% |
| 10Y | +237.3% | +30.6% | +206.6% | +241.5% |
| All | +555.2% | +96.5% | +458.7% | +1,255.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling