+34.4%
AMT vs VLTO
+54.8%
-20.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.1% | -2.8% |
| 7D | +0.5% | +5.4% | -4.9% | -0.5% |
| 30D | +13.6% | +22.3% | -8.7% | +9.0% |
| 3M | +11.5% | +19.6% | -8.1% | +7.4% |
| 6M | +6.9% | +35.2% | -28.2% | +0.8% |
| YTD | +10.8% | +17.9% | -7.0% | +6.9% |
| 1Y | +10.3% | +19.5% | -9.2% | +5.9% |
| 3Y | +12.4% | +73.9% | -61.5% | +1.6% |
| All | +34.4% | +54.8% | -20.4% | +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