-73.8%
AMPG vs VT
+77.7%
-151.5%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.2% | +4.5% | +4.4% |
| 7D | -12.7% | -2.3% | -10.4% | -9.0% |
| 30D | -22.1% | -5.0% | -17.2% | -14.8% |
| 3M | -57.6% | -4.9% | -52.7% | -53.5% |
| 6M | +0.2% | -1.5% | +1.8% | +4.6% |
| YTD | -22.9% | +8.5% | -31.4% | -29.4% |
| 1Y | -26.4% | +11.4% | -37.7% | -35.2% |
| 3Y | +33.2% | +70.1% | -36.8% | -31.1% |
| 5Y | -48.5% | +53.7% | -102.3% | -68.0% |
| All | -73.8% | +77.7% | -151.5% | -84.9% |
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