+27.1%
AMPY price history and return analytics
+65.7%
-38.6%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.5% |
| 7D | +0.6% | -1.1% | +1.7% | +1.7% |
| 30D | +12.3% | -1.0% | +13.3% | +13.3% |
| 3M | +12.6% | +3.2% | +9.4% | +8.2% |
| 6M | -11.5% | +12.5% | -24.0% | -24.8% |
| YTD | +7.9% | +14.1% | -6.2% | -9.9% |
| 1Y | +23.9% | +18.9% | +5.0% | -2.1% |
| 3Y | -30.7% | +74.1% | -104.7% | -67.3% |
| All | +27.1% | +65.7% | -38.6% | -26.7% |
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 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