+62.1%
VEA vs AMT
-31.2%
+93.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.4% | -0.4% |
| 7D | +1.9% | -0.2% | +2.0% | +1.9% |
| 30D | +0.8% | +1.8% | -1.1% | +0.4% |
| 3M | +5.7% | -6.2% | +11.9% | +6.9% |
| 6M | +13.3% | -5.0% | +18.3% | +14.0% |
| YTD | +18.4% | +2.1% | +16.3% | +16.9% |
| 1Y | +27.0% | -5.7% | +32.7% | +27.6% |
| 3Y | +79.3% | +7.9% | +71.3% | +69.1% |
| 5Y | +62.1% | -32.3% | +94.5% | +70.8% |
| All | +62.1% | -31.2% | +93.3% | +70.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling