+1,077.4%
AMUU vs VT
+45.2%
+1,032.2%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | 0.0% | +9.3% | +9.3% |
| 7D | +4.3% | +0.4% | +3.8% | +1.6% |
| 30D | -4.5% | +1.0% | -5.5% | -9.4% |
| 3M | -29.9% | +2.4% | -32.3% | -30.4% |
| 6M | +305.6% | +12.0% | +293.6% | +186.7% |
| YTD | +223.2% | +15.3% | +207.9% | +105.2% |
| 1Y | +377.8% | +22.6% | +355.2% | +143.4% |
| All | +1,077.4% | +45.2% | +1,032.2% | +186.7% |
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 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