+606.1%
AMT vs VEU
+176.7%
+429.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.7% |
| 7D | -2.4% | -0.5% | -1.8% | -2.1% |
| 30D | +4.2% | -1.0% | +5.2% | +4.7% |
| 3M | +13.4% | -3.6% | +17.0% | +16.1% |
| 6M | +9.4% | -1.2% | +10.5% | +9.0% |
| YTD | +11.7% | +12.0% | -0.3% | +1.4% |
| 1Y | +7.1% | +13.9% | -6.7% | -4.0% |
| 3Y | +15.1% | +71.3% | -56.2% | -24.1% |
| 5Y | -17.9% | +50.3% | -68.2% | -40.7% |
| 10Y | +133.5% | +150.3% | -16.8% | +14.0% |
| All | +606.1% | +176.7% | +429.3% | +188.7% |
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