+107.3%
AM price history and return analytics
+184.2%
-76.9%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +7.8% | +2.4% | +5.4% | +5.7% |
| 30D | -0.4% | -1.5% | +1.1% | +0.7% |
| 3M | -6.3% | -4.1% | -2.2% | -3.3% |
| 6M | -3.1% | +0.6% | -3.6% | -4.5% |
| YTD | +20.1% | +11.0% | +9.1% | +7.5% |
| 1Y | +19.3% | +13.3% | +5.9% | +4.6% |
| 3Y | +90.9% | +73.4% | +17.5% | +11.6% |
| 5Y | +168.5% | +57.4% | +111.1% | +71.4% |
| All | +107.3% | +184.2% | -76.9% | -22.3% |
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