+490.6%
AMKR vs VT
+221.4%
+269.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.5% | +6.7% | +7.1% |
| 7D | +11.1% | +1.0% | +10.1% | +8.9% |
| 30D | -8.1% | -0.2% | -7.8% | -7.4% |
| 3M | -25.6% | +4.5% | -30.1% | -30.1% |
| 6M | +22.5% | +14.1% | +8.4% | -0.2% |
| YTD | +29.1% | +14.8% | +14.3% | +5.2% |
| 1Y | +105.7% | +21.2% | +84.5% | +54.1% |
| 3Y | +133.2% | +76.6% | +56.6% | -5.0% |
| 5Y | +98.5% | +66.6% | +31.9% | -5.6% |
| 10Y | +490.6% | +222.3% | +268.4% | +4.1% |
| All | +490.6% | +221.4% | +269.2% | +4.1% |
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