+455.4%
V vs AMT
+134.1%
+321.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.1% |
| 7D | +0.8% | +1.6% | -0.8% | +0.2% |
| 30D | +9.9% | +4.5% | +5.5% | +8.1% |
| 3M | +17.5% | +13.8% | +3.7% | +11.8% |
| 6M | +33.5% | +10.0% | +23.4% | +27.9% |
| YTD | +21.6% | +11.8% | +9.8% | +15.0% |
| 1Y | +27.6% | +10.2% | +17.3% | +21.2% |
| 3Y | +76.4% | +15.1% | +61.3% | +58.8% |
| 5Y | +103.8% | -18.8% | +122.7% | +111.3% |
| All | +455.4% | +134.1% | +321.3% | +274.2% |
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