+2,122.6%
VGT vs AMT
+2,337.8%
-215.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.1% | +3.0% | +2.9% |
| 7D | -1.6% | -2.4% | +0.8% | -0.7% |
| 30D | -10.1% | +4.2% | -14.3% | -11.8% |
| 3M | -5.3% | +13.4% | -18.7% | -10.3% |
| 6M | +0.2% | +9.4% | -9.2% | -4.8% |
| YTD | +21.1% | +11.7% | +9.4% | +13.1% |
| 1Y | +18.2% | +7.1% | +11.0% | +12.1% |
| 3Y | +107.4% | +15.1% | +92.3% | +81.7% |
| 5Y | +111.5% | -17.9% | +129.4% | +111.4% |
| 10Y | +735.5% | +133.5% | +602.0% | +412.4% |
| All | +2,122.6% | +2,337.8% | -215.2% | +468.5% |
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