+23.3%
AMPH vs VT
+66.2%
-42.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.7% | -2.8% |
| 7D | +5.3% | +0.4% | +4.9% | +5.0% |
| 30D | +14.5% | +1.0% | +13.6% | +13.9% |
| 3M | +24.0% | +2.4% | +21.6% | +21.6% |
| 6M | +16.1% | +12.0% | +4.1% | +7.3% |
| YTD | -13.4% | +15.3% | -28.8% | -21.4% |
| 1Y | -20.6% | +22.6% | -43.2% | -30.4% |
| 3Y | -57.5% | +74.7% | -132.2% | -69.5% |
| All | +23.3% | +66.2% | -42.9% | -11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling