+28.5%
AMPY vs VT
+20.4%
+8.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.7% |
| 7D | -1.6% | -0.1% | -1.5% | -1.6% |
| 30D | +18.3% | -0.7% | +18.9% | +18.0% |
| 3M | +11.3% | +4.0% | +7.3% | +13.6% |
| 6M | -16.6% | +12.3% | -28.9% | -10.5% |
| YTD | +7.7% | +14.0% | -6.4% | +14.8% |
| 1Y | +28.5% | +20.3% | +8.2% | +64.0% |
| All | +28.5% | +20.4% | +8.0% | +64.0% |
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