+140.1%
AMT vs VO
+197.6%
-57.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.3% |
| 7D | -2.2% | +2.9% | -5.1% | -4.1% |
| 30D | +5.8% | +1.0% | +4.8% | +4.9% |
| 3M | +12.6% | -1.7% | +14.3% | +13.7% |
| 6M | +8.3% | +6.7% | +1.6% | +3.2% |
| YTD | +11.4% | +14.0% | -2.6% | +1.3% |
| 1Y | +7.7% | +13.7% | -6.0% | -1.9% |
| 3Y | +14.8% | +65.8% | -51.0% | -22.2% |
| 5Y | -18.0% | +36.6% | -54.6% | -36.4% |
| All | +140.1% | +197.6% | -57.5% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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