+37.7%
AMPH vs VT
+53.2%
-15.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.8% | +1.1% |
| 7D | +2.7% | -4.2% | +6.9% | +5.2% |
| 30D | +6.8% | -5.8% | +12.6% | +10.5% |
| 3M | +36.7% | -5.2% | +41.9% | +40.9% |
| 6M | +18.3% | +0.1% | +18.1% | +16.8% |
| YTD | +3.3% | +8.2% | -4.9% | -2.8% |
| 1Y | +9.3% | +10.1% | -0.8% | +1.9% |
| 3Y | -40.6% | +69.7% | -110.3% | -56.7% |
| 5Y | +37.7% | +53.4% | -15.6% | +2.5% |
| All | +37.7% | +53.2% | -15.4% | +2.5% |
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