+76.6%
AMTB vs VT
+12.5%
+64.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.6% |
| 7D | +2.1% | -0.1% | +2.3% | +2.2% |
| 30D | +5.1% | -3.1% | +8.1% | +6.6% |
| 3M | +5.8% | -3.5% | +9.3% | +7.5% |
| 6M | +29.9% | +0.5% | +29.5% | +28.9% |
| YTD | +56.7% | +10.8% | +45.9% | +43.4% |
| 1Y | +76.6% | +11.9% | +64.7% | +60.0% |
| All | +76.6% | +12.5% | +64.1% | +60.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling