+9.5%
AMTB vs VT
+153.7%
-144.2%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | +2.8% | +2.4% | +0.4% | +0.1% |
| 30D | +6.4% | -1.5% | +7.9% | +7.9% |
| 3M | +4.5% | -4.1% | +8.7% | +9.0% |
| 6M | +36.2% | +0.6% | +35.6% | +33.9% |
| YTD | +57.7% | +11.0% | +46.6% | +37.9% |
| 1Y | +73.9% | +13.3% | +60.5% | +48.5% |
| 3Y | +67.2% | +73.4% | -6.2% | -11.1% |
| 5Y | +9.8% | +57.4% | -47.6% | -34.9% |
| All | +9.5% | +153.7% | -144.2% | -62.4% |
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