+545.7%
AMT vs VEU
+192.1%
+353.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.4% |
| 7D | -0.2% | +1.1% | -1.4% | -1.0% |
| 30D | +4.6% | +2.2% | +2.5% | +3.1% |
| 3M | -8.4% | +3.0% | -11.4% | -11.0% |
| 6M | -6.0% | +10.9% | -16.9% | -13.7% |
| YTD | +2.1% | +18.2% | -16.1% | -10.5% |
| 1Y | -6.4% | +28.3% | -34.7% | -22.8% |
| 3Y | +8.1% | +74.6% | -66.6% | -29.5% |
| 5Y | -31.9% | +56.4% | -88.3% | -52.1% |
| 10Y | +97.1% | +153.0% | -55.9% | -4.1% |
| All | +545.7% | +192.1% | +353.5% | +154.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling