-99.2%
AMST price history and return analytics
+118.5%
-217.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.3% |
| 7D | -8.2% | -2.3% | -5.9% | -6.0% |
| 30D | -43.4% | -5.0% | -38.5% | -40.6% |
| 3M | -48.5% | -4.9% | -43.6% | -45.9% |
| 6M | -46.7% | -1.5% | -45.1% | -46.1% |
| YTD | -72.8% | +8.5% | -81.2% | -75.2% |
| 1Y | -82.2% | +11.4% | -93.6% | -84.2% |
| 3Y | -76.9% | +70.1% | -146.9% | -86.9% |
| 5Y | -97.4% | +53.7% | -151.1% | -98.3% |
| All | -99.2% | +118.5% | -217.7% | -99.5% |
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