-1.1%
AMPX vs VT
+101.6%
-102.7%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | 0.0% | +0.4% | -0.4% | -0.8% |
| 30D | -15.6% | +1.0% | -16.6% | -16.8% |
| 3M | -56.1% | +2.4% | -58.5% | -56.9% |
| 6M | -21.2% | +12.0% | -33.2% | -33.3% |
| YTD | +25.3% | +15.3% | +10.0% | +1.9% |
| 1Y | +42.7% | +22.6% | +20.1% | +7.6% |
| 3Y | +109.5% | +74.7% | +34.9% | +17.8% |
| All | -1.1% | +101.6% | -102.7% | -45.1% |
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