+1,216.3%
AMUU price history and return analytics
+44.5%
+1,171.8%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.5% | +12.3% | +14.4% |
| 7D | +19.8% | +1.0% | +18.8% | +12.9% |
| 30D | +6.1% | -0.2% | +6.3% | +7.3% |
| 3M | -9.2% | +4.5% | -13.7% | -20.7% |
| 6M | +401.3% | +14.1% | +387.3% | +223.7% |
| YTD | +261.3% | +14.8% | +246.6% | +134.8% |
| 1Y | +515.2% | +21.2% | +494.0% | +230.5% |
| All | +1,216.3% | +44.5% | +1,171.8% | +228.0% |
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 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