+106.9%
AMSC vs VT
+66.2%
+40.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +3.7% | +0.4% | +3.3% | +2.6% |
| 30D | -10.3% | +1.0% | -11.3% | -12.3% |
| 3M | -36.3% | +2.4% | -38.7% | -38.3% |
| 6M | -7.3% | +12.0% | -19.3% | -25.7% |
| YTD | +2.7% | +15.3% | -12.7% | -22.3% |
| 1Y | -39.1% | +22.6% | -61.7% | -58.7% |
| 3Y | +215.7% | +74.7% | +141.0% | +12.7% |
| All | +106.9% | +66.2% | +40.7% | -14.3% |
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