+187.7%
AMG price history and return analytics
+224.4%
-36.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | -1.4% |
| 7D | +10.3% | -0.7% | +11.0% | +11.3% |
| 30D | +5.3% | -1.7% | +7.0% | +7.8% |
| 3M | +11.9% | -2.3% | +14.2% | +15.5% |
| 6M | +33.4% | +1.5% | +31.9% | +30.0% |
| YTD | +39.4% | +12.0% | +27.4% | +18.0% |
| 1Y | +56.0% | +12.9% | +43.1% | +30.8% |
| 3Y | +203.7% | +74.9% | +128.7% | +37.9% |
| 5Y | +120.1% | +59.9% | +60.2% | +15.9% |
| 10Y | +187.7% | +224.6% | -36.9% | -41.5% |
| All | +187.7% | +224.4% | -36.7% | -41.5% |
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 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