+1,392.5%
AMUU price history and return analytics
+40.2%
+1,352.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.6% | +12.2% | +15.0% |
| 7D | +102.7% | +2.9% | +99.8% | +77.1% |
| 30D | -18.2% | -2.5% | -15.7% | +7.1% |
| 3M | +20.8% | -3.3% | +24.1% | +67.8% |
| 6M | +17.8% | +1.5% | +16.2% | +45.4% |
| YTD | +309.7% | +11.4% | +298.4% | +263.2% |
| 1Y | +167.5% | +11.9% | +155.6% | +136.2% |
| All | +1,392.5% | +40.2% | +1,352.3% | +407.5% |
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