+251.7%
AMAL vs VT
+142.3%
+109.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -2.7% | -1.6% | -1.1% | -1.2% |
| 30D | +3.9% | -2.5% | +6.4% | +6.2% |
| 3M | +1.2% | -1.3% | +2.5% | +2.3% |
| 6M | +22.0% | +3.1% | +18.9% | +17.8% |
| YTD | +58.2% | +10.9% | +47.2% | +42.4% |
| 1Y | +85.1% | +12.1% | +73.0% | +65.0% |
| 3Y | +170.9% | +73.9% | +97.0% | +60.9% |
| 5Y | +191.8% | +58.0% | +133.8% | +89.1% |
| All | +251.7% | +142.3% | +109.4% | +38.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling