+1,167.1%
AME price history and return analytics
+357.6%
+809.5%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +1.6% |
| 7D | -1.5% | +0.4% | -1.9% | -1.9% |
| 30D | -4.2% | -2.6% | -1.6% | -1.6% |
| 3M | -5.9% | -3.2% | -2.7% | -2.8% |
| 6M | +2.8% | +0.9% | +1.9% | +2.0% |
| YTD | +16.6% | +11.3% | +5.3% | +5.2% |
| 1Y | +22.1% | +14.0% | +8.1% | +7.7% |
| 3Y | +64.7% | +75.8% | -11.2% | -5.3% |
| 5Y | +76.6% | +57.8% | +18.8% | +12.1% |
| 10Y | +443.9% | +219.8% | +224.1% | +80.4% |
| All | +1,167.1% | +357.6% | +809.5% | +212.0% |
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