+10.3%
AMT vs VCIT
-0.9%
+11.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.5% |
| 7D | +0.5% | +0.1% | +0.4% | +0.4% |
| 30D | +13.6% | +1.9% | +11.7% | +11.1% |
| 3M | +11.5% | -1.4% | +12.9% | +13.0% |
| 6M | +6.9% | -2.1% | +9.1% | +9.7% |
| YTD | +10.8% | -1.6% | +12.5% | +14.3% |
| 1Y | +10.3% | -0.9% | +11.2% | +11.8% |
| All | +10.3% | -0.9% | +11.2% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling