+1,116.2%
AME price history and return analytics
+346.0%
+770.2%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.3% |
| 7D | -5.2% | -2.3% | -2.8% | -3.0% |
| 30D | -8.0% | -5.0% | -3.1% | -3.3% |
| 3M | -8.9% | -4.9% | -4.0% | -4.3% |
| 6M | -5.0% | -1.5% | -3.4% | -3.5% |
| YTD | +11.9% | +8.5% | +3.4% | +3.5% |
| 1Y | +16.6% | +11.4% | +5.3% | +5.2% |
| 3Y | +62.5% | +70.1% | -7.6% | -3.6% |
| 5Y | +67.6% | +53.7% | +13.9% | +9.1% |
| 10Y | +450.4% | +220.0% | +230.4% | +82.6% |
| All | +1,116.2% | +346.0% | +770.2% | +207.0% |
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 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