+209.0%
AMSC price history and return analytics
+215.5%
-6.5%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.9% |
| 7D | -13.5% | -2.3% | -11.2% | -9.7% |
| 30D | -26.3% | -5.0% | -21.4% | -18.6% |
| 3M | -28.9% | -4.9% | -24.0% | -21.4% |
| 6M | -59.0% | -1.5% | -57.5% | -56.4% |
| YTD | -18.7% | +8.5% | -27.2% | -25.8% |
| 1Y | -36.0% | +11.4% | -47.4% | -44.1% |
| 3Y | +201.8% | +70.1% | +131.7% | +45.3% |
| 5Y | +32.5% | +53.7% | -21.2% | -20.2% |
| All | +209.0% | +215.5% | -6.5% | -9.1% |
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 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