-69.5%
AMPL price history and return analytics
+61.4%
-130.9%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.3% |
| 7D | -2.2% | -2.3% | +0.1% | +2.0% |
| 30D | +13.1% | -5.0% | +18.1% | +23.9% |
| 3M | +55.1% | -4.9% | +59.9% | +69.2% |
| 6M | +122.1% | -1.5% | +123.6% | +126.0% |
| YTD | +44.2% | +8.5% | +35.7% | +20.3% |
| 1Y | +68.5% | +11.4% | +57.1% | +33.3% |
| 3Y | +59.5% | +70.1% | -10.6% | -46.2% |
| 5Y | -80.0% | +53.7% | -133.8% | -88.4% |
| All | -69.5% | +61.4% | -130.9% | -83.6% |
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