+7.7%
AMT vs VSH
+97.1%
-89.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.6% | +4.4% | -0.5% |
| 7D | -2.2% | +26.2% | -28.4% | -0.7% |
| 30D | +5.8% | -12.5% | +18.3% | +5.5% |
| 3M | +12.6% | -16.9% | +29.5% | +12.1% |
| 6M | +8.3% | -17.0% | +25.3% | +7.5% |
| YTD | +11.4% | +93.8% | -82.4% | +6.6% |
| 1Y | +7.7% | +99.3% | -91.6% | +2.7% |
| All | +7.7% | +97.1% | -89.4% | +2.7% |
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