+160.0%
VEA vs AMT
+527.9%
-367.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.1% | +2.8% | +2.9% |
| 7D | +0.4% | +0.4% | 0.0% | +0.2% |
| 30D | -0.7% | +3.7% | -4.4% | -2.3% |
| 3M | -3.9% | +10.7% | -14.6% | -8.3% |
| 6M | -0.6% | +9.3% | -9.8% | -5.5% |
| YTD | +12.9% | +10.9% | +2.0% | +6.0% |
| 1Y | +18.4% | +10.5% | +7.8% | +11.2% |
| 3Y | +75.3% | +15.5% | +59.7% | +55.8% |
| 5Y | +54.3% | -20.6% | +74.9% | +58.2% |
| 10Y | +158.0% | +124.5% | +33.5% | +47.3% |
| All | +160.0% | +527.9% | -367.9% | -26.1% |
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