+142.4%
AMT vs VIG
+262.6%
-120.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +1.5% | +3.5% | -2.0% | -1.4% |
| 30D | +6.8% | +4.9% | +1.9% | +2.5% |
| 3M | +11.2% | +2.5% | +8.7% | +8.9% |
| 6M | +12.5% | +11.0% | +1.5% | +2.8% |
| YTD | +12.5% | +16.0% | -3.5% | -1.1% |
| 1Y | +10.1% | +17.5% | -7.4% | -4.3% |
| 3Y | +16.0% | +67.0% | -51.0% | -27.7% |
| 5Y | -17.2% | +64.8% | -81.9% | -47.8% |
| All | +142.4% | +262.6% | -120.2% | -22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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