+100.6%
AMT vs VTV
+232.1%
-131.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -0.9% |
| 7D | -2.7% | -2.1% | -0.6% | -1.2% |
| 30D | +2.0% | -1.3% | +3.3% | +3.0% |
| 3M | -9.3% | +5.6% | -14.9% | -13.1% |
| 6M | -5.2% | +12.4% | -17.6% | -13.4% |
| YTD | +0.5% | +17.6% | -17.2% | -11.4% |
| 1Y | -7.3% | +23.5% | -30.8% | -21.2% |
| 3Y | +6.2% | +67.0% | -60.8% | -29.6% |
| 5Y | -31.2% | +80.5% | -111.7% | -56.8% |
| All | +100.6% | +232.1% | -131.6% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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