+10.3%
AMT vs VG
+48.6%
-38.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.7% |
| 7D | +0.5% | -22.0% | +22.6% | +0.3% |
| 30D | +13.6% | -11.6% | +25.3% | +13.5% |
| 3M | +11.5% | -14.9% | +26.3% | +11.3% |
| 6M | +6.9% | -3.5% | +10.5% | +7.1% |
| YTD | +10.8% | +70.0% | -59.1% | +10.1% |
| 1Y | +10.3% | +50.0% | -39.7% | +9.9% |
| All | +10.3% | +48.6% | -38.3% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling