+175.4%
AM vs VT
+57.9%
+117.5%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.3% | -1.6% | +1.9% | +1.5% |
| 30D | +4.0% | -2.5% | +6.5% | +5.8% |
| 3M | -3.7% | -1.3% | -2.4% | -3.0% |
| 6M | -1.4% | +3.1% | -4.5% | -4.7% |
| YTD | +22.9% | +10.9% | +12.0% | +11.1% |
| 1Y | +25.2% | +12.1% | +13.1% | +12.1% |
| 3Y | +90.5% | +73.9% | +16.6% | +12.0% |
| All | +175.4% | +57.9% | +117.5% | +76.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling