+237.3%
AMKR vs VT
+223.7%
+13.6%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.6% | +4.0% | +1.6% |
| 7D | -5.3% | +0.4% | -5.7% | -5.3% |
| 30D | -28.7% | -2.6% | -26.1% | -24.1% |
| 3M | -36.6% | -3.2% | -33.3% | -31.2% |
| 6M | -54.2% | +0.9% | -55.1% | -52.9% |
| YTD | -10.9% | +11.3% | -22.2% | -21.9% |
| 1Y | +1.3% | +14.0% | -12.7% | -14.4% |
| 3Y | +60.0% | +75.8% | -15.8% | -33.0% |
| 5Y | +59.3% | +57.8% | +1.4% | -15.4% |
| 10Y | +237.3% | +219.8% | +17.5% | -39.9% |
| All | +237.3% | +223.7% | +13.6% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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