+304.7%
VTI vs AMT
+96.6%
+208.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | +0.6% | -0.2% | +0.8% | +0.7% |
| 30D | -1.1% | +1.8% | -2.9% | -1.7% |
| 3M | +3.9% | -6.2% | +10.1% | +5.5% |
| 6M | +14.6% | -5.0% | +19.6% | +15.6% |
| YTD | +13.3% | +2.1% | +11.2% | +11.2% |
| 1Y | +19.2% | -5.7% | +24.9% | +19.8% |
| 3Y | +77.4% | +7.9% | +69.5% | +63.1% |
| 5Y | +74.0% | -32.3% | +106.4% | +90.5% |
| All | +304.7% | +96.6% | +208.1% | +233.7% |
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