+163.6%
VEA vs AMT
+96.3%
+67.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | +0.3% | +1.5% | -1.1% | -0.1% |
| 30D | +0.4% | +3.7% | -3.3% | -0.6% |
| 3M | +4.8% | -7.2% | +12.0% | +6.5% |
| 6M | +11.3% | -4.2% | +15.4% | +11.8% |
| YTD | +17.4% | +1.9% | +15.5% | +15.6% |
| 1Y | +26.2% | -6.4% | +32.6% | +27.1% |
| 3Y | +77.7% | +7.7% | +70.0% | +67.2% |
| 5Y | +60.9% | -30.9% | +91.8% | +72.5% |
| 10Y | +163.6% | +105.4% | +58.2% | +119.6% |
| All | +163.6% | +96.3% | +67.3% | +119.6% |
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