-68.6%
AMPL vs VT
+67.8%
-136.5%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | -1.0% |
| 7D | -1.4% | -0.3% | -1.1% | -1.0% |
| 30D | +15.5% | -1.4% | +17.0% | +18.5% |
| 3M | +74.0% | -1.4% | +75.4% | +77.9% |
| 6M | +113.8% | +5.5% | +108.3% | +91.1% |
| YTD | +48.4% | +12.8% | +35.6% | +15.3% |
| 1Y | +81.3% | +15.4% | +65.9% | +34.5% |
| 3Y | +59.9% | +76.9% | -17.0% | -49.8% |
| 5Y | -79.1% | +60.4% | -139.5% | -88.7% |
| All | -68.6% | +67.8% | -136.5% | -84.3% |
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