+34.6%
AMT vs VLTO
+56.1%
-21.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | +0.4% | +2.0% | -1.7% | 0.0% |
| 30D | +3.7% | +21.8% | -18.1% | -0.4% |
| 3M | +10.7% | +20.2% | -9.5% | +6.6% |
| 6M | +9.3% | +36.3% | -27.1% | +2.8% |
| YTD | +10.9% | +18.8% | -7.9% | +6.8% |
| 1Y | +10.5% | +20.4% | -9.9% | +5.9% |
| 3Y | +15.5% | +71.9% | -56.4% | +4.6% |
| All | +34.6% | +56.1% | -21.5% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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