+55.5%
AMSC vs VT
+57.9%
-2.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | 0.0% | +5.0% | +5.0% |
| 7D | +0.2% | -1.6% | +1.8% | +4.2% |
| 30D | -7.8% | -2.5% | -5.3% | -1.3% |
| 3M | -10.7% | -1.3% | -9.4% | -6.9% |
| 6M | -47.3% | +3.1% | -50.4% | -48.9% |
| YTD | -3.8% | +10.9% | -14.8% | -19.8% |
| 1Y | -54.3% | +12.1% | -66.4% | -62.1% |
| 3Y | +257.2% | +73.9% | +183.3% | +29.5% |
| All | +55.5% | +57.9% | -2.4% | -28.9% |
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 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