-97.4%
AMPY vs VT
+351.9%
-449.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.6% | -6.5% | -10.9% |
| 7D | -16.7% | +0.4% | -17.0% | -18.3% |
| 30D | -28.3% | -2.6% | -25.7% | -23.9% |
| 3M | -20.6% | -3.2% | -17.4% | -15.2% |
| 6M | -39.5% | +0.9% | -40.5% | -44.4% |
| YTD | -30.0% | +11.3% | -41.3% | -54.5% |
| 1Y | -40.3% | +14.0% | -54.3% | -63.9% |
| 3Y | -48.4% | +75.8% | -124.2% | -92.3% |
| 5Y | -4.5% | +57.8% | -62.3% | -82.4% |
| 10Y | -80.4% | +219.8% | -300.2% | -99.9% |
| All | -97.4% | +351.9% | -449.4% | -100.0% |
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 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