+314.5%
AMG price history and return analytics
+346.0%
-31.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.2% |
| 7D | -4.9% | -2.3% | -2.6% | -1.8% |
| 30D | -3.7% | -5.0% | +1.2% | +3.4% |
| 3M | -2.5% | -4.9% | +2.4% | +4.6% |
| 6M | +18.6% | -1.5% | +20.2% | +20.6% |
| YTD | +25.9% | +8.5% | +17.4% | +10.7% |
| 1Y | +40.3% | +11.4% | +28.9% | +18.8% |
| 3Y | +178.3% | +70.1% | +108.2% | +27.9% |
| 5Y | +95.3% | +53.7% | +41.6% | +6.0% |
| 10Y | +183.4% | +220.0% | -36.5% | -44.8% |
| All | +314.5% | +346.0% | -31.5% | -31.3% |
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