+192.5%
AMSC price history and return analytics
+221.8%
-29.3%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.1% |
| 7D | +3.2% | +2.4% | +0.8% | -1.0% |
| 30D | -5.9% | -1.5% | -4.4% | -2.7% |
| 3M | -23.4% | -4.1% | -19.3% | -16.4% |
| 6M | -56.7% | +0.6% | -57.3% | -55.7% |
| YTD | -16.2% | +11.0% | -27.2% | -26.6% |
| 1Y | -28.2% | +13.3% | -41.6% | -39.2% |
| 3Y | +193.6% | +73.4% | +120.2% | +36.4% |
| 5Y | +50.4% | +57.4% | -7.0% | -13.3% |
| All | +192.5% | +221.8% | -29.3% | -29.6% |
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