+88.7%
AMLX vs VT
+66.5%
+22.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.8% | +0.4% | -2.3% | -2.4% |
| 30D | +56.1% | +1.0% | +55.1% | +53.0% |
| 3M | +138.3% | +2.4% | +135.9% | +129.9% |
| 6M | +126.6% | +12.0% | +114.6% | +94.6% |
| YTD | +182.3% | +15.3% | +166.9% | +133.1% |
| 1Y | +242.7% | +22.6% | +220.1% | +160.0% |
| 3Y | +56.3% | +74.7% | -18.4% | -19.7% |
| All | +88.7% | +66.5% | +22.2% | +25.6% |
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