+6.9%
AMTB vs VT
+163.5%
-156.7%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +2.9% | +0.4% | +2.5% | +2.4% |
| 30D | +0.7% | +1.0% | -0.3% | -0.4% |
| 3M | +32.1% | +2.4% | +29.7% | +27.9% |
| 6M | +37.2% | +12.0% | +25.2% | +19.6% |
| YTD | +53.8% | +15.3% | +38.5% | +29.5% |
| 1Y | +39.3% | +22.6% | +16.7% | +9.4% |
| 3Y | +68.0% | +74.7% | -6.7% | -10.9% |
| 5Y | +21.8% | +66.1% | -44.3% | -31.8% |
| All | +6.9% | +163.5% | -156.7% | -64.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling