+1,205.2%
VST vs AMKR
+253.7%
+951.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.6% | +0.7% | +5.7% |
| 7D | -0.5% | -5.3% | +4.8% | +0.9% |
| 30D | -17.1% | -28.7% | +11.7% | -10.2% |
| 3M | -4.6% | -36.6% | +32.0% | +5.3% |
| 6M | -9.1% | -54.2% | +45.1% | +5.8% |
| YTD | -16.6% | -10.9% | -5.7% | -18.4% |
| 1Y | -29.5% | +1.3% | -30.8% | -33.5% |
| 3Y | +297.5% | +60.0% | +237.5% | +234.7% |
| 5Y | +654.5% | +59.3% | +595.3% | +513.1% |
| 10Y | +1,205.2% | +237.3% | +968.0% | +726.9% |
| All | +1,205.2% | +253.7% | +951.5% | +726.9% |
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