+173.7%
VEA vs AMT
+477.9%
-304.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.9% |
| 7D | +1.0% | -0.2% | +1.2% | +1.0% |
| 30D | +1.9% | +4.6% | -2.7% | 0.0% |
| 3M | +3.2% | -8.4% | +11.7% | +6.2% |
| 6M | +10.2% | -6.0% | +16.3% | +11.8% |
| YTD | +18.9% | +2.1% | +16.8% | +15.9% |
| 1Y | +29.3% | -6.4% | +35.7% | +30.4% |
| 3Y | +76.8% | +8.1% | +68.7% | +61.3% |
| 5Y | +61.2% | -31.9% | +93.2% | +77.3% |
| 10Y | +163.3% | +97.1% | +66.2% | +59.6% |
| All | +173.7% | +477.9% | -304.3% | -19.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling