+528.2%
AMKR vs VSH
+196.4%
+331.8%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +6.1% | -1.7% | -0.5% |
| 7D | +8.3% | +4.8% | +3.5% | +4.2% |
| 30D | -6.8% | -0.7% | -6.1% | -5.9% |
| 3M | -31.9% | -43.1% | +11.1% | +6.6% |
| 6M | +18.4% | +91.8% | -73.4% | -34.0% |
| YTD | +31.7% | +131.6% | -100.0% | -37.7% |
| 1Y | +105.2% | +118.1% | -12.8% | +1.9% |
| 3Y | +147.7% | +40.9% | +106.8% | +66.1% |
| 5Y | +99.4% | +75.8% | +23.6% | +10.5% |
| All | +528.2% | +196.4% | +331.8% | +136.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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