+283.6%
AMRX vs VT
+53.4%
+230.2%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.3% |
| 7D | -6.4% | -2.3% | -4.1% | -4.0% |
| 30D | +2.5% | -5.0% | +7.4% | +8.3% |
| 3M | +11.5% | -4.9% | +16.3% | +17.6% |
| 6M | +47.9% | -1.5% | +49.4% | +48.8% |
| YTD | +59.8% | +8.5% | +51.4% | +43.2% |
| 1Y | +72.7% | +11.4% | +61.4% | +50.0% |
| 3Y | +378.4% | +70.1% | +308.3% | +148.4% |
| All | +283.6% | +53.4% | +230.2% | +127.5% |
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