+1,022.1%
AMR vs VT
+74.3%
+947.8%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.1% | -2.8% | -2.6% |
| 7D | -11.5% | -4.2% | -7.3% | -7.3% |
| 30D | -19.0% | -5.8% | -13.2% | -13.7% |
| 3M | -2.0% | -5.2% | +3.3% | +3.9% |
| 6M | -24.0% | +0.1% | -24.1% | -24.0% |
| YTD | -28.3% | +8.2% | -36.6% | -34.6% |
| 1Y | -17.7% | +10.1% | -27.8% | -26.2% |
| 3Y | -34.7% | +69.7% | -104.4% | -63.4% |
| 5Y | +147.3% | +53.4% | +94.0% | +61.1% |
| All | +1,022.1% | +74.3% | +947.8% | +521.5% |
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