+9.4%
AMT vs VSH
+83.5%
-74.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +13.4% | -13.3% | +0.9% |
| 7D | +0.4% | +3.5% | -3.1% | +0.8% |
| 30D | +3.7% | -22.4% | +26.1% | +2.7% |
| 3M | +10.7% | -25.2% | +35.9% | +9.6% |
| 6M | +9.3% | -22.5% | +31.8% | +8.3% |
| YTD | +10.9% | +84.2% | -73.2% | +7.6% |
| All | +9.4% | +83.5% | -74.0% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling