+208.0%
AMG price history and return analytics
+75.6%
+132.4%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | -1.1% |
| 7D | +10.3% | -0.7% | +11.0% | +11.1% |
| 30D | +5.3% | -1.7% | +7.0% | +7.4% |
| 3M | +11.9% | -2.3% | +14.2% | +14.9% |
| 6M | +33.4% | +1.5% | +31.9% | +30.7% |
| YTD | +39.4% | +12.0% | +27.4% | +20.8% |
| 1Y | +56.0% | +12.9% | +43.1% | +34.0% |
| All | +208.0% | +75.6% | +132.4% | +57.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling