+253.0%
AMAL price history and return analytics
+143.2%
+109.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.5% |
| 7D | +1.5% | +2.9% | -1.4% | -1.2% |
| 30D | +7.2% | -2.5% | +9.7% | +9.6% |
| 3M | -0.9% | -3.3% | +2.4% | +2.0% |
| 6M | +23.3% | +1.5% | +21.7% | +20.7% |
| YTD | +58.8% | +11.4% | +47.4% | +42.3% |
| 1Y | +82.3% | +11.9% | +70.4% | +62.7% |
| 3Y | +170.0% | +73.9% | +96.1% | +60.3% |
| 5Y | +187.4% | +57.9% | +129.5% | +86.3% |
| All | +253.0% | +143.2% | +109.8% | +38.0% |
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