+248.0%
AMAL vs VT
+136.4%
+111.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.2% | +0.9% |
| 7D | -3.5% | -4.2% | +0.7% | +0.4% |
| 30D | +3.9% | -5.8% | +9.7% | +9.7% |
| 3M | -1.6% | -5.2% | +3.7% | +3.3% |
| 6M | +20.2% | +0.1% | +20.1% | +19.2% |
| YTD | +56.5% | +8.2% | +48.2% | +44.1% |
| 1Y | +79.4% | +10.1% | +69.3% | +62.5% |
| 3Y | +168.0% | +69.7% | +98.4% | +62.8% |
| 5Y | +188.6% | +53.4% | +135.2% | +92.2% |
| All | +248.0% | +136.4% | +111.6% | +39.7% |
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