+1,934.0%
VRT vs AMT
+60.1%
+1,873.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.0% | -4.6% | -3.7% |
| 7D | +10.5% | +1.5% | +9.0% | +10.3% |
| 30D | -9.3% | +6.8% | -16.1% | -10.4% |
| 3M | -29.6% | +11.2% | -40.8% | -30.9% |
| 6M | -45.4% | +12.5% | -57.8% | -47.0% |
| YTD | +24.8% | +12.5% | +12.3% | +20.5% |
| 1Y | +23.6% | +10.1% | +13.5% | +19.9% |
| 3Y | +379.7% | +16.0% | +363.6% | +326.2% |
| 5Y | +660.3% | -17.2% | +677.5% | +671.1% |
| All | +1,934.0% | +60.1% | +1,873.9% | +1,803.7% |
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