-24.2%
AMTM vs VT
+35.3%
-59.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.9% | -1.6% | +4.5% | +5.0% |
| 30D | +23.4% | -2.5% | +25.9% | +27.1% |
| 3M | -3.5% | -1.3% | -2.1% | -2.1% |
| 6M | -12.7% | +3.1% | -15.8% | -16.8% |
| YTD | -22.8% | +10.9% | -33.8% | -33.9% |
| 1Y | +0.8% | +12.1% | -11.3% | -14.8% |
| All | -24.2% | +35.3% | -59.5% | -49.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling