-69.3%
AMPL vs VT
+65.0%
-134.3%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.2% |
| 7D | -2.4% | -1.6% | -0.8% | +0.4% |
| 30D | +16.0% | -2.5% | +18.5% | +21.3% |
| 3M | +76.9% | -1.3% | +78.2% | +80.6% |
| 6M | +116.2% | +3.1% | +113.1% | +101.3% |
| YTD | +45.4% | +10.9% | +34.5% | +16.5% |
| 1Y | +69.6% | +12.1% | +57.5% | +33.1% |
| 3Y | +56.7% | +73.9% | -17.2% | -49.3% |
| 5Y | -79.2% | +58.0% | -137.1% | -88.4% |
| All | -69.3% | +65.0% | -134.3% | -84.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling