+2,131.3%
AMT vs VO
+827.2%
+1,304.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -0.9% |
| 7D | -0.2% | -0.3% | +0.1% | 0.0% |
| 30D | +4.6% | -0.3% | +5.0% | +4.9% |
| 3M | -8.4% | +2.9% | -11.4% | -10.8% |
| 6M | -6.0% | +9.3% | -15.4% | -12.9% |
| YTD | +2.1% | +14.2% | -12.1% | -8.7% |
| 1Y | -6.4% | +15.3% | -21.6% | -17.1% |
| 3Y | +8.1% | +56.2% | -48.2% | -26.8% |
| 5Y | -31.9% | +42.4% | -74.4% | -50.7% |
| 10Y | +97.1% | +194.7% | -97.6% | -25.5% |
| All | +2,131.3% | +827.2% | +1,304.1% | +168.5% |
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