+94.2%
AM price history and return analytics
+177.0%
-82.8%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.1% | +0.6% | 0.0% |
| 7D | -10.9% | -4.2% | -6.7% | -7.8% |
| 30D | -8.3% | -5.8% | -2.5% | -3.8% |
| 3M | -8.4% | -5.2% | -3.2% | -4.5% |
| 6M | -10.1% | +0.1% | -10.2% | -11.3% |
| YTD | +12.6% | +8.2% | +4.3% | +2.9% |
| 1Y | +16.1% | +10.1% | +6.0% | +4.4% |
| 3Y | +74.4% | +69.7% | +4.7% | +3.8% |
| 5Y | +147.6% | +53.4% | +94.3% | +61.6% |
| All | +94.2% | +177.0% | -82.8% | -25.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling