-76.9%
AMST price history and return analytics
+69.7%
-146.6%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.3% |
| 7D | -8.2% | -2.3% | -5.9% | -6.5% |
| 30D | -43.4% | -5.0% | -38.5% | -41.2% |
| 3M | -48.5% | -4.9% | -43.6% | -46.5% |
| 6M | -46.7% | -1.5% | -45.1% | -46.0% |
| YTD | -72.8% | +8.5% | -81.2% | -74.7% |
| 1Y | -82.2% | +11.4% | -93.6% | -83.8% |
| 3Y | -76.9% | +70.1% | -146.9% | -85.0% |
| All | -76.9% | +69.7% | -146.6% | -85.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling