+311.7%
AMSF price history and return analytics
+374.2%
-62.5%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -1.0% | +0.4% | -1.4% | -1.3% |
| 30D | -12.9% | +1.0% | -13.9% | -13.5% |
| 3M | -14.5% | +2.4% | -16.9% | -16.4% |
| 6M | -25.2% | +12.0% | -37.2% | -31.8% |
| YTD | -30.6% | +15.3% | -45.9% | -38.1% |
| 1Y | -41.0% | +22.6% | -63.6% | -49.8% |
| 3Y | -36.1% | +74.7% | -110.8% | -58.7% |
| 5Y | -29.7% | +66.1% | -95.8% | -53.6% |
| 10Y | -6.4% | +225.0% | -231.4% | -63.8% |
| All | +311.7% | +374.2% | -62.5% | +4.9% |
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