+34.2%
AMRX vs VT
+143.1%
-109.0%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.3% |
| 7D | -6.4% | -2.3% | -4.1% | -3.8% |
| 30D | +2.5% | -5.0% | +7.4% | +8.9% |
| 3M | +11.5% | -4.9% | +16.3% | +18.3% |
| 6M | +47.9% | -1.5% | +49.4% | +48.9% |
| YTD | +59.8% | +8.5% | +51.4% | +41.8% |
| 1Y | +72.7% | +11.4% | +61.4% | +48.2% |
| 3Y | +378.4% | +70.1% | +308.3% | +136.1% |
| 5Y | +291.8% | +53.7% | +238.1% | +123.6% |
| All | +34.2% | +143.1% | -109.0% | -56.5% |
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 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