-1.2%
AMTX vs VT
+215.5%
-216.7%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.2% | -6.6% | -6.7% |
| 7D | +29.6% | -2.3% | +31.9% | +31.5% |
| 30D | -7.4% | -5.0% | -2.5% | -2.4% |
| 3M | -0.6% | -4.9% | +4.3% | +4.6% |
| 6M | -50.0% | -1.5% | -48.5% | -49.9% |
| YTD | +16.5% | +8.5% | +8.1% | -0.3% |
| 1Y | -8.0% | +11.4% | -19.3% | -23.8% |
| 3Y | -66.7% | +70.1% | -136.7% | -84.2% |
| 5Y | -92.7% | +53.7% | -146.5% | -95.9% |
| All | -1.2% | +215.5% | -216.7% | -72.5% |
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