-20.3%
AMT vs VCIT
+3.2%
-23.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +10.1% |
| 3M | +11.5% | -1.4% | +12.9% | +14.3% |
| 6M | +6.9% | -2.1% | +9.1% | +10.7% |
| YTD | +10.8% | -1.6% | +12.5% | +13.9% |
| 1Y | +10.3% | -0.9% | +11.2% | +12.0% |
| 3Y | +12.4% | +20.0% | -7.6% | -15.9% |
| All | -20.3% | +3.2% | -23.6% | -27.7% |
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