+100.6%
AMT vs VEU
+152.3%
-51.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -0.6% |
| 7D | -2.7% | -1.9% | -0.8% | -1.5% |
| 30D | +2.0% | -0.7% | +2.8% | +2.5% |
| 3M | -9.3% | +4.9% | -14.1% | -12.6% |
| 6M | -5.2% | +9.8% | -15.1% | -11.9% |
| YTD | +0.5% | +15.3% | -14.9% | -9.9% |
| 1Y | -7.3% | +23.0% | -30.3% | -20.7% |
| 3Y | +6.2% | +73.5% | -67.3% | -29.9% |
| 5Y | -31.2% | +54.5% | -85.7% | -51.1% |
| All | +100.6% | +152.3% | -51.8% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VEU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling