+2,321.4%
AMT vs VO
+797.8%
+1,523.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.5% | -2.6% |
| 7D | +0.5% | -2.6% | +3.1% | +2.6% |
| 30D | +13.6% | -0.9% | +14.6% | +14.4% |
| 3M | +11.5% | -3.0% | +14.5% | +14.1% |
| 6M | +6.9% | +2.2% | +4.7% | +4.6% |
| YTD | +10.8% | +10.6% | +0.3% | +1.6% |
| 1Y | +10.3% | +12.5% | -2.2% | -0.3% |
| 3Y | +12.4% | +61.4% | -49.0% | -26.1% |
| 5Y | -20.1% | +33.4% | -53.5% | -39.0% |
| 10Y | +116.8% | +201.5% | -84.7% | -20.0% |
| All | +2,321.4% | +797.8% | +1,523.6% | +198.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling