+377.8%
AMUU vs VT
+23.3%
+354.5%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | 0.0% | +9.3% | +9.3% |
| 7D | +4.3% | +0.4% | +3.8% | +1.2% |
| 30D | -4.5% | +1.0% | -5.5% | -10.2% |
| 3M | -29.9% | +2.4% | -32.3% | -31.5% |
| 6M | +305.6% | +12.0% | +293.6% | +183.3% |
| YTD | +223.2% | +15.3% | +207.9% | +95.2% |
| 1Y | +377.8% | +22.6% | +355.2% | +185.7% |
| All | +377.8% | +23.3% | +354.5% | +185.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling