-67.2%
AMRN vs VT
+374.2%
-441.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -2.4% | +0.4% | -2.9% | -2.8% |
| 30D | -5.4% | +1.0% | -6.4% | -6.1% |
| 3M | -1.2% | +2.4% | -3.6% | -3.2% |
| 6M | -6.3% | +12.0% | -18.3% | -14.3% |
| YTD | -2.4% | +15.3% | -17.7% | -12.9% |
| 1Y | -9.3% | +22.6% | -31.9% | -22.7% |
| 3Y | -35.7% | +74.7% | -110.4% | -57.2% |
| 5Y | -87.1% | +66.1% | -153.3% | -91.0% |
| 10Y | -76.7% | +225.0% | -301.7% | -88.6% |
| All | -67.2% | +374.2% | -441.4% | -88.8% |
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