+75.3%
VEA vs AMT
+13.8%
+61.4%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.1% | +2.8% | +2.9% |
| 7D | +0.4% | +0.4% | 0.0% | +0.4% |
| 30D | -0.7% | +3.7% | -4.4% | -1.0% |
| 3M | -3.9% | +10.7% | -14.6% | -4.9% |
| 6M | -0.6% | +9.3% | -9.8% | -1.8% |
| YTD | +12.9% | +10.9% | +2.0% | +11.2% |
| 1Y | +18.4% | +10.5% | +7.8% | +16.6% |
| 3Y | +75.3% | +15.5% | +59.7% | +66.3% |
| All | +75.3% | +13.8% | +61.4% | +66.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling