+29.6%
AMRX vs VT
+142.6%
-113.0%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.1% | +1.6% | +2.5% |
| 7D | -8.9% | -4.2% | -4.7% | -4.2% |
| 30D | -4.2% | -5.8% | +1.6% | +3.0% |
| 3M | +5.4% | -5.2% | +10.6% | +12.4% |
| 6M | +45.0% | +0.1% | +44.9% | +42.9% |
| YTD | +54.4% | +8.2% | +46.1% | +37.4% |
| 1Y | +66.4% | +10.1% | +56.3% | +44.8% |
| 3Y | +353.4% | +69.7% | +283.7% | +124.4% |
| 5Y | +278.4% | +53.4% | +225.0% | +116.5% |
| All | +29.6% | +142.6% | -113.0% | -57.9% |
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 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