+386.0%
AMKR vs VT
+374.2%
+11.8%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | 0.0% | +0.4% | -0.5% | -0.7% |
| 30D | -11.1% | +1.0% | -12.1% | -12.2% |
| 3M | -35.2% | +2.4% | -37.6% | -35.9% |
| 6M | +4.9% | +12.0% | -7.1% | -8.1% |
| YTD | +21.6% | +15.3% | +6.3% | +2.9% |
| 1Y | +98.0% | +22.6% | +75.5% | +55.3% |
| 3Y | +77.8% | +74.7% | +3.2% | -11.3% |
| 5Y | +79.9% | +66.1% | +13.7% | +1.3% |
| 10Y | +456.9% | +225.0% | +231.9% | +45.1% |
| All | +386.0% | +374.2% | +11.8% | -16.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling