-45.2%
AMSF price history and return analytics
+15.2%
-60.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.4% |
| 7D | -19.6% | -0.3% | -19.3% | -19.7% |
| 30D | -12.6% | -1.4% | -11.2% | -13.0% |
| 3M | -30.5% | -1.4% | -29.2% | -30.8% |
| 6M | -30.2% | +5.5% | -35.7% | -29.6% |
| YTD | -44.8% | +12.8% | -57.6% | -44.3% |
| 1Y | -45.2% | +15.4% | -60.6% | -44.8% |
| All | -45.2% | +15.2% | -60.4% | -44.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling