-50.4%
AMWL vs VT
+69.4%
-119.7%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.1% | +4.1% |
| 7D | -19.2% | -4.2% | -15.0% | -13.8% |
| 30D | -1.3% | -5.8% | +4.5% | +8.0% |
| 3M | -7.0% | -5.2% | -1.7% | +0.7% |
| 6M | +90.4% | +0.1% | +90.3% | +86.9% |
| YTD | +146.6% | +8.2% | +138.4% | +111.3% |
| 1Y | +165.0% | +10.1% | +154.9% | +119.8% |
| All | -50.4% | +69.4% | -119.7% | -87.7% |
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 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