+366.1%
VRT vs AMT
+15.3%
+350.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -2.7% |
| 7D | -17.7% | +1.6% | -19.3% | -16.7% |
| 30D | -20.0% | +4.5% | -24.5% | -17.6% |
| 3M | -28.1% | +13.8% | -41.9% | -22.8% |
| 6M | -42.8% | +10.0% | -52.9% | -38.2% |
| YTD | +20.0% | +11.8% | +8.2% | +31.2% |
| 1Y | +3.5% | +10.2% | -6.7% | +12.5% |
| 3Y | +366.1% | +15.1% | +351.0% | +395.6% |
| All | +366.1% | +15.3% | +350.8% | +395.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling