+24.0%
AMYY vs VT
+12.2%
+11.8%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.1% | +1.0% | +0.3% |
| 7D | -5.7% | -4.2% | -1.6% | -2.4% |
| 30D | -9.9% | -5.8% | -4.1% | -5.3% |
| 3M | -4.4% | -5.2% | +0.9% | -0.1% |
| 6M | +2.9% | +0.1% | +2.7% | +2.4% |
| YTD | +3.0% | +8.2% | -5.3% | -4.0% |
| 1Y | +2.8% | +10.1% | -7.3% | -5.6% |
| All | +24.0% | +12.2% | +11.8% | +12.9% |
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