+2,088.6%
VGT vs AMT
+2,321.9%
-233.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.2% |
| 7D | -1.6% | +0.4% | -2.0% | -1.8% |
| 30D | -12.5% | +3.7% | -16.2% | -14.0% |
| 3M | -7.7% | +10.7% | -18.4% | -11.8% |
| 6M | -0.2% | +9.3% | -9.4% | -5.2% |
| YTD | +19.3% | +10.9% | +8.3% | +11.6% |
| 1Y | +18.2% | +10.5% | +7.7% | +10.7% |
| 3Y | +109.6% | +15.5% | +94.1% | +83.2% |
| 5Y | +105.5% | -20.6% | +126.1% | +108.4% |
| 10Y | +716.4% | +124.5% | +591.8% | +409.1% |
| All | +2,088.6% | +2,321.9% | -233.3% | +461.2% |
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