+180.4%
AMPX vs VT
+74.2%
+106.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -3.3% |
| 7D | +3.7% | -0.1% | +3.8% | +4.0% |
| 30D | -16.4% | -0.7% | -15.8% | -14.6% |
| 3M | -43.3% | +4.0% | -47.3% | -47.2% |
| 6M | -44.3% | +12.3% | -56.6% | -56.0% |
| YTD | +25.1% | +14.0% | +11.1% | -4.5% |
| 1Y | +26.2% | +20.3% | +5.9% | -12.5% |
| All | +180.4% | +74.2% | +106.2% | +3.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling