+80.9%
AMKR vs VT
+66.2%
+14.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | 0.0% | +0.4% | -0.5% | -1.0% |
| 30D | -11.1% | +1.0% | -12.1% | -12.7% |
| 3M | -35.2% | +2.4% | -37.6% | -36.5% |
| 6M | +4.9% | +12.0% | -7.1% | -13.3% |
| YTD | +21.6% | +15.3% | +6.3% | -4.1% |
| 1Y | +98.0% | +22.6% | +75.5% | +40.9% |
| 3Y | +77.8% | +74.7% | +3.2% | -30.2% |
| All | +80.9% | +66.2% | +14.7% | -11.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling