+796.5%
AMUU vs VT
+36.6%
+760.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.8% | +0.2% | +21.5% | +20.5% |
| 7D | -26.2% | -2.3% | -23.9% | -9.9% |
| 30D | -57.1% | -5.0% | -52.2% | -36.7% |
| 3M | -29.6% | -4.9% | -24.7% | +4.8% |
| 6M | -20.7% | -1.5% | -19.2% | +14.5% |
| YTD | +146.1% | +8.5% | +137.6% | +147.1% |
| 1Y | +88.2% | +11.4% | +76.8% | +70.9% |
| All | +796.5% | +36.6% | +760.0% | +245.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling