+27.9%
AMYY vs VT
+17.0%
+10.9%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -1.3% |
| 7D | -3.0% | -0.3% | -2.7% | -2.7% |
| 30D | -6.5% | -1.4% | -5.1% | -5.4% |
| 3M | -1.5% | -1.4% | -0.1% | -0.4% |
| 6M | +7.6% | +5.5% | +2.1% | +2.7% |
| YTD | +6.2% | +12.8% | -6.6% | -4.3% |
| 1Y | +8.1% | +15.4% | -7.3% | -4.4% |
| All | +27.9% | +17.0% | +10.9% | +12.6% |
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