+307.2%
AMRX vs VT
+57.5%
+249.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +1.0% |
| 7D | +5.8% | -0.1% | +5.9% | +5.9% |
| 30D | +7.4% | -3.1% | +10.4% | +11.0% |
| 3M | +19.6% | -3.5% | +23.1% | +24.3% |
| 6M | +62.0% | +0.5% | +61.5% | +59.6% |
| YTD | +69.7% | +10.8% | +58.9% | +48.6% |
| 1Y | +86.2% | +11.9% | +74.3% | +61.3% |
| 3Y | +406.6% | +73.0% | +333.7% | +158.5% |
| 5Y | +307.2% | +58.6% | +248.6% | +131.9% |
| All | +307.2% | +57.5% | +249.7% | +131.9% |
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