-8.3%
AMPX vs VT
+93.6%
-101.9%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -2.7% |
| 7D | +3.9% | -0.1% | +4.0% | +4.7% |
| 30D | -2.9% | -3.1% | +0.2% | +4.4% |
| 3M | -22.4% | -3.5% | -18.9% | -15.5% |
| 6M | -45.1% | +0.5% | -45.6% | -42.9% |
| YTD | +16.2% | +10.8% | +5.4% | +3.4% |
| 1Y | -32.5% | +11.9% | -44.4% | -40.7% |
| 3Y | +185.7% | +73.0% | +112.7% | +74.1% |
| All | -8.3% | +93.6% | -101.9% | -44.2% |
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 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