+960.3%
VTI vs AMT
+1,036.9%
-76.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.1% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | 0.0% | +4.6% | -4.6% | -0.9% |
| 3M | +2.0% | -8.4% | +10.4% | +3.5% |
| 6M | +13.0% | -6.0% | +19.0% | +13.8% |
| YTD | +13.9% | +2.1% | +11.8% | +12.7% |
| 1Y | +20.0% | -6.4% | +26.4% | +20.6% |
| 3Y | +75.8% | +8.1% | +67.7% | +68.9% |
| 5Y | +73.8% | -31.9% | +105.8% | +82.1% |
| 10Y | +297.5% | +97.1% | +200.4% | +239.9% |
| All | +960.3% | +1,036.9% | -76.5% | +584.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling