-92.2%
AMSC price history and return analytics
+374.2%
-466.4%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +3.7% | +0.4% | +3.3% | +3.0% |
| 30D | -10.3% | +1.0% | -11.3% | -11.6% |
| 3M | -36.3% | +2.4% | -38.7% | -37.4% |
| 6M | -7.3% | +12.0% | -19.3% | -19.6% |
| YTD | +2.7% | +15.3% | -12.7% | -14.3% |
| 1Y | -39.1% | +22.6% | -61.7% | -52.8% |
| 3Y | +215.7% | +74.7% | +141.0% | +57.2% |
| 5Y | +108.5% | +66.1% | +42.4% | +20.1% |
| 10Y | +313.9% | +225.0% | +88.9% | -2.7% |
| All | -92.2% | +374.2% | -466.4% | -99.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling