+16.2%
AMRX vs VT
+158.5%
-142.3%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -0.6% | +0.4% | -1.0% | -1.2% |
| 30D | -5.5% | +1.0% | -6.5% | -6.7% |
| 3M | +29.0% | +2.4% | +26.6% | +24.1% |
| 6M | +31.1% | +12.0% | +19.1% | +12.5% |
| YTD | +38.4% | +15.3% | +23.1% | +14.0% |
| 1Y | +82.6% | +22.6% | +60.0% | +39.1% |
| 3Y | +313.3% | +74.7% | +238.6% | +98.8% |
| 5Y | +221.8% | +66.1% | +155.6% | +66.4% |
| All | +16.2% | +158.5% | -142.3% | -65.0% |
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