-7.3%
AMT vs VTV
+23.7%
-31.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.1% |
| 7D | -2.7% | -2.1% | -0.6% | -1.9% |
| 30D | +2.0% | -1.3% | +3.3% | +2.6% |
| 3M | -9.3% | +5.6% | -14.9% | -11.8% |
| 6M | -5.2% | +12.4% | -17.6% | -11.1% |
| YTD | +0.5% | +17.6% | -17.2% | -9.0% |
| 1Y | -7.3% | +23.5% | -30.8% | -18.1% |
| All | -7.3% | +23.7% | -31.0% | -18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling