+203.5%
AMSC price history and return analytics
+222.7%
-19.2%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -1.7% |
| 7D | +4.4% | +2.9% | +1.5% | -0.7% |
| 30D | -12.8% | -2.5% | -10.3% | -7.9% |
| 3M | -22.4% | -3.3% | -19.1% | -16.6% |
| 6M | -54.1% | +1.5% | -55.6% | -53.9% |
| YTD | -13.0% | +11.4% | -24.4% | -24.2% |
| 1Y | -28.8% | +11.9% | -40.7% | -38.3% |
| 3Y | +223.9% | +73.9% | +150.1% | +49.7% |
| 5Y | +56.1% | +57.9% | -1.8% | -10.5% |
| All | +203.5% | +222.7% | -19.2% | -27.3% |
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