+227.5%
AMSF price history and return analytics
+345.0%
-117.5%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.0% | +2.8% |
| 7D | -12.0% | -4.2% | -7.8% | -9.3% |
| 30D | -13.9% | -5.8% | -8.1% | -10.3% |
| 3M | -30.7% | -5.2% | -25.5% | -28.2% |
| 6M | -29.6% | +0.1% | -29.7% | -30.3% |
| YTD | -44.8% | +8.2% | -53.0% | -48.6% |
| 1Y | -45.2% | +10.1% | -55.3% | -49.7% |
| 3Y | -48.7% | +69.7% | -118.4% | -66.3% |
| 5Y | -49.5% | +53.4% | -102.8% | -64.7% |
| 10Y | -17.8% | +219.2% | -237.0% | -68.0% |
| All | +227.5% | +345.0% | -117.5% | -12.9% |
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