+1,855.0%
VRT vs AMT
+59.1%
+1,795.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.2% |
| 7D | -17.7% | +1.6% | -19.3% | -18.0% |
| 30D | -20.0% | +4.5% | -24.5% | -20.7% |
| 3M | -28.1% | +13.8% | -41.9% | -29.7% |
| 6M | -42.8% | +10.0% | -52.9% | -44.4% |
| YTD | +20.0% | +11.8% | +8.2% | +15.9% |
| 1Y | +3.5% | +10.2% | -6.7% | +0.3% |
| 3Y | +366.1% | +15.1% | +351.0% | +314.7% |
| 5Y | +632.2% | -18.8% | +651.0% | +646.5% |
| All | +1,855.0% | +59.1% | +1,795.9% | +1,731.5% |
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 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