+0.3%
AMT vs VG
-39.3%
+39.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.1% |
| 7D | -0.2% | +1.7% | -1.9% | -0.2% |
| 30D | +4.6% | +16.0% | -11.4% | +5.0% |
| 3M | -8.4% | +9.7% | -18.2% | -8.2% |
| 6M | -6.0% | +29.6% | -35.6% | -4.9% |
| YTD | +2.1% | +112.0% | -109.9% | +5.1% |
| 1Y | -6.4% | +12.8% | -19.2% | -5.8% |
| All | +0.3% | -39.3% | +39.6% | -2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling