+2,358.0%
AMT vs VTV
+736.6%
+1,621.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.8% |
| 7D | +1.5% | +2.9% | -1.4% | -1.0% |
| 30D | +6.8% | +3.8% | +3.0% | +3.4% |
| 3M | +11.2% | +1.6% | +9.7% | +9.7% |
| 6M | +12.5% | +11.2% | +1.3% | +2.5% |
| YTD | +12.5% | +22.0% | -9.5% | -5.3% |
| 1Y | +10.1% | +24.9% | -14.8% | -9.2% |
| 3Y | +16.0% | +78.5% | -62.4% | -30.5% |
| 5Y | -17.2% | +77.8% | -94.9% | -50.0% |
| 10Y | +135.2% | +231.1% | -95.8% | -20.3% |
| All | +2,358.0% | +736.6% | +1,621.4% | +203.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling