-80.9%
AMRN vs VT
+217.6%
-298.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.6% |
| 7D | -2.5% | -0.1% | -2.3% | -2.3% |
| 30D | -2.3% | -3.1% | +0.7% | +1.3% |
| 3M | -16.7% | -3.5% | -13.2% | -13.4% |
| 6M | -21.9% | +0.5% | -22.4% | -23.1% |
| YTD | -15.8% | +10.8% | -26.6% | -26.8% |
| 1Y | -25.9% | +11.9% | -37.8% | -36.4% |
| 3Y | -18.4% | +73.0% | -91.4% | -58.2% |
| 5Y | -86.0% | +58.6% | -144.6% | -92.0% |
| 10Y | -80.9% | +219.2% | -300.1% | -94.7% |
| All | -80.9% | +217.6% | -298.6% | -94.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling