-71.0%
AMPG vs VT
+83.5%
-154.5%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.1% | +2.1% | +1.4% |
| 7D | +2.8% | -0.7% | +3.5% | +4.5% |
| 30D | -6.6% | -1.7% | -4.8% | -3.2% |
| 3M | -58.9% | -2.3% | -56.6% | -56.9% |
| 6M | -4.9% | +1.5% | -6.4% | -5.5% |
| YTD | -14.7% | +12.0% | -26.8% | -25.8% |
| 1Y | -6.6% | +12.9% | -19.5% | -19.4% |
| 3Y | +50.9% | +74.9% | -24.1% | -25.5% |
| 5Y | -40.8% | +59.9% | -100.8% | -65.5% |
| All | -71.0% | +83.5% | -154.5% | -84.2% |
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