+184.3%
AMG price history and return analytics
+221.8%
-37.4%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.7% |
| 7D | +8.8% | +2.4% | +6.4% | +5.4% |
| 30D | +6.1% | -1.5% | +7.6% | +8.2% |
| 3M | +7.5% | -4.1% | +11.7% | +13.8% |
| 6M | +30.1% | +0.6% | +29.5% | +28.5% |
| YTD | +37.0% | +11.0% | +25.9% | +17.3% |
| 1Y | +52.4% | +13.3% | +39.0% | +26.9% |
| 3Y | +202.6% | +73.4% | +129.2% | +39.1% |
| 5Y | +113.7% | +57.4% | +56.3% | +15.0% |
| All | +184.3% | +221.8% | -37.4% | -41.4% |
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