-80.8%
AMPL vs VT
+53.2%
-134.0%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -4.1% | -2.3% | +0.9% |
| 7D | -5.8% | -4.2% | -1.7% | +1.6% |
| 30D | +8.9% | -5.8% | +14.7% | +21.1% |
| 3M | +60.8% | -5.2% | +66.1% | +76.7% |
| 6M | +102.5% | +0.1% | +102.4% | +99.0% |
| YTD | +39.0% | +8.2% | +30.8% | +16.5% |
| 1Y | +67.0% | +10.1% | +56.9% | +35.0% |
| 3Y | +49.8% | +69.7% | -19.9% | -49.2% |
| 5Y | -80.8% | +53.4% | -134.1% | -88.7% |
| All | -80.8% | +53.2% | -134.0% | -88.7% |
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