+943.1%
VTI vs AMT
+1,140.3%
-197.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | +3.4% | -2.2% | +5.5% | +3.8% |
| 30D | -2.3% | +5.8% | -8.1% | -3.4% |
| 3M | -2.2% | +12.6% | -14.7% | -4.6% |
| 6M | +3.3% | +8.3% | -5.0% | +1.1% |
| YTD | +12.1% | +11.4% | +0.7% | +8.8% |
| 1Y | +12.2% | +7.7% | +4.5% | +9.6% |
| 3Y | +78.0% | +14.8% | +63.2% | +69.1% |
| 5Y | +65.2% | -18.0% | +83.2% | +66.6% |
| 10Y | +292.2% | +133.0% | +159.2% | +224.8% |
| All | +943.1% | +1,140.3% | -197.2% | +560.9% |
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