-17.9%
AMT vs VCIT
+3.7%
-21.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.7% | -0.8% |
| 7D | +4.4% | +0.5% | +3.9% | +3.6% |
| 30D | +17.7% | +2.1% | +15.6% | +13.8% |
| 3M | +16.7% | -1.6% | +18.2% | +19.8% |
| 6M | +11.1% | -1.6% | +12.7% | +14.0% |
| YTD | +13.9% | -1.5% | +15.4% | +16.8% |
| 1Y | +12.5% | -0.4% | +12.9% | +13.1% |
| 3Y | +13.2% | +19.6% | -6.4% | -14.9% |
| 5Y | -17.9% | +3.3% | -21.1% | -25.7% |
| All | -17.9% | +3.7% | -21.5% | -25.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling