-44.7%
AMPH vs VT
+74.4%
-119.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.8% |
| 7D | +7.2% | -0.1% | +7.3% | +7.2% |
| 30D | +9.2% | -3.1% | +12.2% | +11.4% |
| 3M | +43.1% | -3.5% | +46.6% | +46.4% |
| 6M | +52.9% | +0.5% | +52.5% | +50.6% |
| YTD | +8.5% | +10.8% | -2.3% | -2.0% |
| 1Y | +11.3% | +11.9% | -0.6% | -0.3% |
| 3Y | -44.7% | +73.0% | -117.7% | -68.4% |
| All | -44.7% | +74.4% | -119.2% | -68.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling