-99.2%
AMST price history and return analytics
+124.3%
-223.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.2% |
| 7D | -10.8% | +2.9% | -13.7% | -13.2% |
| 30D | -43.6% | -2.5% | -41.1% | -42.2% |
| 3M | -53.5% | -3.3% | -50.2% | -51.9% |
| 6M | -41.1% | +1.5% | -42.6% | -42.1% |
| YTD | -74.7% | +11.4% | -86.0% | -77.5% |
| 1Y | -83.4% | +11.9% | -95.3% | -85.3% |
| 3Y | -77.7% | +73.9% | -151.6% | -87.7% |
| 5Y | -97.2% | +57.9% | -155.1% | -98.2% |
| All | -99.2% | +124.3% | -223.5% | -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