+2,858.8%
AMPY price history and return analytics
+229.8%
+2,629.1%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -3.2% |
| 7D | +0.6% | -1.1% | +1.7% | +3.8% |
| 30D | +12.3% | -1.0% | +13.3% | +15.1% |
| 3M | +12.6% | +3.2% | +9.4% | -0.5% |
| 6M | -11.5% | +12.5% | -24.0% | -45.4% |
| YTD | +7.9% | +14.1% | -6.2% | -36.9% |
| 1Y | +23.9% | +18.9% | +5.0% | -37.6% |
| 3Y | -30.7% | +74.1% | -104.7% | -91.9% |
| 5Y | +36.2% | +66.9% | -30.7% | -84.4% |
| All | +2,858.8% | +229.8% | +2,629.1% | -100.0% |
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