+2,267.4%
VGT vs AMT
+2,129.3%
+138.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.7% |
| 7D | +1.0% | -0.2% | +1.2% | +1.1% |
| 30D | +1.3% | +4.6% | -3.3% | -0.6% |
| 3M | -1.1% | -8.4% | +7.3% | +1.4% |
| 6M | +32.6% | -6.0% | +38.7% | +34.0% |
| YTD | +29.0% | +2.1% | +26.9% | +25.3% |
| 1Y | +39.7% | -6.4% | +46.1% | +40.0% |
| 3Y | +120.9% | +8.1% | +112.9% | +97.9% |
| 5Y | +133.6% | -31.9% | +165.5% | +153.6% |
| 10Y | +792.6% | +97.1% | +695.5% | +488.5% |
| All | +2,267.4% | +2,129.3% | +138.1% | +530.2% |
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