+134.7%
VGT vs AMT
-31.2%
+165.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | +1.8% | -0.2% | +2.0% | +1.9% |
| 30D | -0.3% | +1.8% | -2.2% | -0.6% |
| 3M | +3.4% | -6.2% | +9.5% | +4.3% |
| 6M | +35.0% | -5.0% | +40.0% | +35.6% |
| YTD | +28.8% | +2.1% | +26.7% | +27.1% |
| 1Y | +38.0% | -5.7% | +43.7% | +38.4% |
| 3Y | +125.8% | +7.9% | +117.9% | +104.8% |
| 5Y | +134.7% | -32.3% | +167.1% | +159.9% |
| All | +134.7% | -31.2% | +165.9% | +159.9% |
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