+147.7%
AMKR vs VTV
+67.6%
+80.1%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.7% | +3.7% | +2.9% |
| 7D | +8.3% | -1.1% | +9.4% | +10.9% |
| 30D | -6.8% | -1.0% | -5.7% | -4.8% |
| 3M | -31.9% | +4.6% | -36.6% | -38.7% |
| 6M | +18.4% | +13.5% | +4.9% | -9.3% |
| YTD | +31.7% | +18.5% | +13.2% | -6.9% |
| 1Y | +105.2% | +22.9% | +82.4% | +35.9% |
| 3Y | +147.7% | +67.8% | +79.9% | -9.5% |
| All | +147.7% | +67.6% | +80.1% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 3y: compounded portfolio wealth divided by compounded VTV 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…
3y analysis · Full analysis span regression · 6 months rolling