-1.0%
AMPL price history and return analytics
+76.6%
-77.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.1% |
| 7D | -9.5% | +1.0% | -10.5% | -10.8% |
| 30D | +11.2% | -0.2% | +11.4% | +11.7% |
| 3M | +74.6% | +4.5% | +70.1% | +63.0% |
| 6M | +59.5% | +14.1% | +45.4% | +29.7% |
| YTD | +8.1% | +14.8% | -6.6% | -13.1% |
| 1Y | +10.5% | +21.2% | -10.7% | -19.2% |
| 3Y | -1.0% | +76.6% | -77.6% | -61.1% |
| All | -1.0% | +76.6% | -77.6% | -61.1% |
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