+101.2%
AM price history and return analytics
+188.8%
-87.6%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.7% | -6.9% | -6.6% |
| 7D | -4.3% | -0.3% | -4.0% | -4.2% |
| 30D | -2.4% | -1.4% | -0.9% | -1.3% |
| 3M | -8.1% | -1.4% | -6.7% | -7.3% |
| 6M | -7.8% | +5.5% | -13.2% | -12.9% |
| YTD | +16.6% | +12.8% | +3.8% | +2.9% |
| 1Y | +20.7% | +15.4% | +5.2% | +4.2% |
| 3Y | +80.7% | +76.9% | +3.8% | +3.8% |
| 5Y | +161.2% | +60.4% | +100.8% | +64.1% |
| All | +101.2% | +188.8% | -87.6% | -25.5% |
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