+1,238.2%
VST vs AMKR
+463.8%
+774.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.2% | -4.6% | +0.2% |
| 7D | +9.9% | +11.1% | -1.2% | +7.3% |
| 30D | +7.9% | -8.1% | +16.0% | +9.5% |
| 3M | +3.4% | -25.6% | +29.0% | +8.2% |
| 6M | -4.1% | +22.5% | -26.6% | -11.7% |
| YTD | -5.7% | +29.1% | -34.8% | -15.0% |
| 1Y | -18.9% | +105.7% | -124.6% | -35.0% |
| 3Y | +359.1% | +133.2% | +225.8% | +256.4% |
| 5Y | +766.9% | +98.5% | +668.3% | +565.1% |
| All | +1,238.2% | +463.8% | +774.4% | +706.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR 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 AMKR 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