-85.5%
AMRN vs VT
+60.6%
-146.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | -0.5% |
| 7D | -3.9% | -0.3% | -3.6% | -3.5% |
| 30D | +1.3% | -1.4% | +2.8% | +3.2% |
| 3M | -14.9% | -1.4% | -13.5% | -13.6% |
| 6M | -14.0% | +5.5% | -19.4% | -20.8% |
| YTD | -12.2% | +12.8% | -25.1% | -27.0% |
| 1Y | -19.4% | +15.4% | -34.8% | -35.2% |
| 3Y | -16.1% | +76.9% | -93.0% | -63.2% |
| 5Y | -85.5% | +60.4% | -145.9% | -93.3% |
| All | -85.5% | +60.6% | -146.1% | -93.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling