+142.2%
AMUU price history and return analytics
+11.9%
+130.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.2% | -0.3% | -17.0% | -15.4% |
| 7D | +37.8% | +2.4% | +35.4% | +21.8% |
| 30D | -23.9% | -1.5% | -22.4% | -3.9% |
| 3M | +0.1% | -4.1% | +4.2% | +51.6% |
| 6M | -1.2% | +0.6% | -1.8% | +29.4% |
| YTD | +239.1% | +11.0% | +228.0% | +210.7% |
| 1Y | +142.2% | +13.3% | +128.8% | +99.9% |
| All | +142.2% | +11.9% | +130.3% | +99.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling