+47.7%
AMJB price history and return analytics
+53.6%
-5.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.1% |
| 7D | -5.9% | -2.3% | -3.6% | -4.9% |
| 30D | -4.0% | -5.0% | +0.9% | -1.9% |
| 3M | -7.8% | -4.9% | -2.9% | -5.8% |
| 6M | -1.8% | -1.5% | -0.3% | -1.7% |
| YTD | +16.8% | +8.5% | +8.3% | +10.1% |
| 1Y | +18.7% | +11.4% | +7.4% | +9.8% |
| All | +47.7% | +53.6% | -5.9% | +10.8% |
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