+26.2%
AMPX vs VT
+20.4%
+5.8%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -2.9% |
| 7D | +3.7% | -0.1% | +3.8% | +4.1% |
| 30D | -16.4% | -0.7% | -15.8% | -14.2% |
| 3M | -43.3% | +4.0% | -47.3% | -48.4% |
| 6M | -44.3% | +12.3% | -56.6% | -58.4% |
| YTD | +25.1% | +14.0% | +11.1% | -15.7% |
| 1Y | +26.2% | +20.3% | +5.9% | -35.1% |
| All | +26.2% | +20.4% | +5.8% | -35.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling