-68.4%
AMPL price history and return analytics
+65.1%
-133.5%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.3% | +0.6% |
| 7D | +3.8% | +2.4% | +1.5% | -0.4% |
| 30D | +13.4% | -1.5% | +14.9% | +16.6% |
| 3M | +30.4% | -4.1% | +34.5% | +40.3% |
| 6M | +190.0% | +0.6% | +189.4% | +182.9% |
| YTD | +49.7% | +11.0% | +38.7% | +19.8% |
| 1Y | +60.1% | +13.3% | +46.8% | +22.8% |
| 3Y | +69.2% | +73.4% | -4.2% | -44.8% |
| 5Y | -76.5% | +57.4% | -134.0% | -86.9% |
| All | -68.4% | +65.1% | -133.5% | -83.7% |
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