+306.5%
IVV vs AMT
+113.8%
+192.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +3.0% | +1.1% |
| 7D | -2.7% | +0.5% | -3.2% | -2.9% |
| 30D | -5.4% | +13.6% | -19.0% | -9.2% |
| 3M | -4.1% | +11.5% | -15.5% | -7.5% |
| 6M | +0.7% | +6.9% | -6.2% | -2.2% |
| YTD | +8.7% | +10.8% | -2.1% | +3.8% |
| 1Y | +11.0% | +10.3% | +0.7% | +6.0% |
| 3Y | +75.4% | +12.4% | +63.0% | +59.9% |
| 5Y | +68.3% | -20.1% | +88.4% | +73.5% |
| All | +306.5% | +113.8% | +192.8% | +234.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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