+6.6%
AMT vs VNQ
+29.8%
-23.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.6% |
| 7D | -2.7% | -2.6% | -0.1% | -0.2% |
| 30D | +2.0% | -2.3% | +4.4% | +4.4% |
| 3M | -9.3% | -2.8% | -6.5% | -6.8% |
| 6M | -5.2% | +2.5% | -7.7% | -7.4% |
| YTD | +0.5% | +8.4% | -8.0% | -6.7% |
| 1Y | -7.3% | +6.8% | -14.0% | -12.6% |
| All | +6.6% | +29.8% | -23.2% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 3y: compounded portfolio wealth divided by compounded VNQ 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…
3y analysis · Full analysis span regression · 6 months rolling