+100.4%
AM price history and return analytics
+183.5%
-83.1%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.6% |
| 7D | -5.5% | -0.1% | -5.4% | -5.5% |
| 30D | -5.2% | -3.1% | -2.1% | -2.9% |
| 3M | -8.9% | -3.5% | -5.4% | -6.4% |
| 6M | -3.4% | +0.5% | -3.9% | -4.8% |
| YTD | +16.1% | +10.8% | +5.4% | +4.1% |
| 1Y | +15.7% | +11.9% | +3.8% | +2.7% |
| 3Y | +86.0% | +73.0% | +13.0% | +8.9% |
| 5Y | +160.4% | +58.6% | +101.7% | +65.0% |
| All | +100.4% | +183.5% | -83.1% | -24.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling