+103.4%
AMT vs VEU
+155.6%
-52.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.3% |
| 7D | +1.5% | +0.3% | +1.1% | +1.3% |
| 30D | +3.7% | +0.7% | +3.1% | +3.3% |
| 3M | -7.2% | +4.7% | -11.9% | -10.4% |
| 6M | -4.2% | +11.6% | -15.8% | -11.9% |
| YTD | +1.9% | +16.8% | -14.9% | -9.4% |
| 1Y | -6.4% | +24.9% | -31.2% | -20.6% |
| 3Y | +7.7% | +75.7% | -68.0% | -29.5% |
| 5Y | -30.9% | +56.1% | -87.0% | -51.2% |
| All | +103.4% | +155.6% | -52.2% | -4.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling