+2,334.3%
AMT vs VTV
+734.9%
+1,599.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.1% |
| 7D | -2.2% | +2.3% | -4.5% | -4.1% |
| 30D | +5.8% | +3.8% | +2.0% | +2.4% |
| 3M | +12.6% | +1.7% | +10.9% | +11.0% |
| 6M | +8.3% | +10.9% | -2.6% | -1.0% |
| YTD | +11.4% | +21.7% | -10.3% | -6.1% |
| 1Y | +7.7% | +23.4% | -15.7% | -10.2% |
| 3Y | +14.8% | +78.0% | -63.2% | -31.1% |
| 5Y | -18.0% | +77.4% | -95.4% | -50.4% |
| 10Y | +133.0% | +230.4% | -97.4% | -21.0% |
| All | +2,334.3% | +734.9% | +1,599.4% | +201.4% |
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