-32.5%
AMRN vs VT
+75.0%
-107.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -2.4% | +0.4% | -2.9% | -3.0% |
| 30D | -5.4% | +1.0% | -6.4% | -6.5% |
| 3M | -1.2% | +2.4% | -3.6% | -4.3% |
| 6M | -6.3% | +12.0% | -18.3% | -19.1% |
| YTD | -2.4% | +15.3% | -17.7% | -19.5% |
| 1Y | -9.3% | +22.6% | -31.9% | -31.4% |
| All | -32.5% | +75.0% | -107.5% | -72.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling