+1,917.9%
VRT vs AMT
+57.9%
+1,860.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.1% | +9.5% | +9.6% |
| 7D | -10.6% | +0.4% | -11.0% | -10.7% |
| 30D | -17.4% | +3.7% | -21.1% | -18.0% |
| 3M | -26.4% | +10.7% | -37.1% | -27.7% |
| 6M | -41.0% | +9.3% | -50.3% | -42.5% |
| YTD | +23.8% | +10.9% | +12.9% | +19.8% |
| 1Y | +11.6% | +10.5% | +1.1% | +8.0% |
| 3Y | +403.5% | +15.5% | +387.9% | +346.5% |
| 5Y | +647.0% | -20.6% | +667.6% | +666.0% |
| All | +1,917.9% | +57.9% | +1,860.0% | +1,792.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling