-24.7%
AMTM vs VT
+37.6%
-62.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -2.8% |
| 7D | +2.5% | -0.3% | +2.8% | +2.8% |
| 30D | +21.9% | -1.4% | +23.3% | +23.9% |
| 3M | -7.9% | -1.4% | -6.5% | -6.5% |
| 6M | -13.7% | +5.5% | -19.2% | -20.1% |
| YTD | -23.3% | +12.8% | -36.2% | -35.8% |
| 1Y | +1.3% | +15.4% | -14.2% | -17.8% |
| All | -24.7% | +37.6% | -62.3% | -51.2% |
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