-74.4%
AMST vs VT
+76.6%
-151.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -2.0% |
| 7D | +1.6% | -0.3% | +1.9% | +1.8% |
| 30D | -39.6% | -1.4% | -38.2% | -39.0% |
| 3M | -45.3% | -1.4% | -43.9% | -44.7% |
| 6M | -43.1% | +5.5% | -48.6% | -45.6% |
| YTD | -69.9% | +12.8% | -82.7% | -72.8% |
| 1Y | -82.4% | +15.4% | -97.9% | -84.4% |
| All | -74.4% | +76.6% | -151.0% | -84.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling