+236.4%
AMSC price history and return analytics
+223.7%
+12.7%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.6% | +5.7% | +3.5% |
| 7D | -3.9% | +0.4% | -4.2% | -4.4% |
| 30D | -17.0% | -2.6% | -14.4% | -12.2% |
| 3M | -22.7% | -3.2% | -19.5% | -17.1% |
| 6M | -54.1% | +0.9% | -55.0% | -53.4% |
| YTD | -12.0% | +11.3% | -23.3% | -23.3% |
| 1Y | -34.8% | +14.0% | -48.8% | -45.4% |
| 3Y | +218.2% | +75.8% | +142.4% | +44.5% |
| 5Y | +46.9% | +57.8% | -10.9% | -15.6% |
| 10Y | +236.4% | +219.8% | +16.6% | -8.8% |
| All | +236.4% | +223.7% | +12.7% | -8.8% |
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