+189.8%
AMAL vs VT
+75.0%
+114.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.0% | +0.4% | +0.5% | +0.6% |
| 30D | -2.3% | +1.0% | -3.2% | -3.2% |
| 3M | +16.4% | +2.4% | +14.1% | +13.3% |
| 6M | +26.6% | +12.0% | +14.6% | +12.1% |
| YTD | +55.3% | +15.3% | +40.0% | +33.4% |
| 1Y | +72.0% | +22.6% | +49.5% | +38.1% |
| All | +189.8% | +75.0% | +114.8% | +56.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling