+35.2%
AMT vs VLTO
+55.4%
-20.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.8% | 0.0% |
| 7D | -2.2% | +0.8% | -3.0% | -2.3% |
| 30D | +5.8% | +18.7% | -12.9% | +2.1% |
| 3M | +12.6% | +21.7% | -9.1% | +8.1% |
| 6M | +8.3% | +35.8% | -27.5% | +2.0% |
| YTD | +11.4% | +18.3% | -6.8% | +7.3% |
| 1Y | +7.7% | +20.9% | -13.2% | +3.1% |
| 3Y | +14.8% | +68.8% | -54.0% | +4.3% |
| All | +35.2% | +55.4% | -20.2% | +23.5% |
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