+278.4%
AMRX vs VT
+53.2%
+225.2%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.6% | +2.0% |
| 7D | -8.9% | -4.2% | -4.7% | -4.7% |
| 30D | -4.2% | -5.8% | +1.6% | +2.2% |
| 3M | +5.4% | -5.2% | +10.6% | +11.6% |
| 6M | +45.0% | +0.1% | +44.9% | +43.0% |
| YTD | +54.4% | +8.2% | +46.1% | +38.6% |
| 1Y | +66.4% | +10.1% | +56.3% | +46.4% |
| 3Y | +353.4% | +69.7% | +283.7% | +136.0% |
| 5Y | +278.4% | +53.4% | +225.0% | +127.2% |
| All | +278.4% | +53.2% | +225.2% | +127.2% |
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 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