+112.7%
AMT vs VT
+215.5%
-102.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | +0.5% | -2.3% | +2.9% | +2.1% |
| 30D | +13.6% | -5.0% | +18.6% | +17.4% |
| 3M | +11.5% | -4.9% | +16.3% | +15.1% |
| 6M | +6.9% | -1.5% | +8.5% | +7.2% |
| YTD | +10.8% | +8.5% | +2.3% | +3.4% |
| 1Y | +10.3% | +11.4% | -1.1% | +1.0% |
| 3Y | +12.4% | +70.1% | -57.7% | -27.6% |
| 5Y | -20.1% | +53.7% | -73.8% | -44.6% |
| All | +112.7% | +215.5% | -102.9% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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