+244.5%
AMAL vs VT
+152.0%
+92.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.8% | +0.9% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | -1.5% | +0.8% | -2.4% | -2.3% |
| 3M | +20.8% | +2.8% | +18.0% | +17.2% |
| 6M | +28.1% | +13.0% | +15.1% | +13.4% |
| YTD | +54.9% | +15.4% | +39.6% | +34.7% |
| 1Y | +74.0% | +23.5% | +50.6% | +41.8% |
| 3Y | +183.0% | +74.7% | +108.3% | +67.6% |
| 5Y | +239.2% | +66.2% | +173.0% | +109.9% |
| All | +244.5% | +152.0% | +92.6% | +30.6% |
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 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