-65.9%
AMN price history and return analytics
+57.0%
-122.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.8% |
| 7D | +5.1% | +2.4% | +2.7% | +3.2% |
| 30D | +1.0% | -1.5% | +2.5% | +1.9% |
| 3M | +10.2% | -4.1% | +14.4% | +13.7% |
| 6M | +23.2% | +0.6% | +22.6% | +21.8% |
| YTD | +141.2% | +11.0% | +130.2% | +119.6% |
| 1Y | +136.6% | +13.3% | +123.2% | +111.6% |
| 3Y | -34.6% | +73.4% | -108.0% | -57.6% |
| All | -65.9% | +57.0% | -122.9% | -76.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling