+253.9%
AMAL price history and return analytics
+142.0%
+111.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.2% |
| 7D | +0.6% | -0.1% | +0.8% | +0.7% |
| 30D | +8.1% | -3.1% | +11.2% | +11.2% |
| 3M | +2.0% | -3.5% | +5.5% | +5.2% |
| 6M | +20.1% | +0.5% | +19.7% | +18.9% |
| YTD | +59.1% | +10.8% | +48.4% | +43.4% |
| 1Y | +80.7% | +11.9% | +68.8% | +61.2% |
| 3Y | +170.6% | +73.0% | +97.7% | +61.5% |
| 5Y | +180.5% | +58.6% | +121.9% | +80.8% |
| All | +253.9% | +142.0% | +111.9% | +39.1% |
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