+408.8%
VUG vs AMT
+94.2%
+314.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.1% |
| 7D | -0.1% | -0.2% | +0.1% | 0.0% |
| 30D | -0.3% | +4.6% | -4.9% | -1.8% |
| 3M | -0.7% | -8.4% | +7.8% | +1.7% |
| 6M | +14.6% | -6.0% | +20.7% | +16.0% |
| YTD | +9.0% | +2.1% | +6.9% | +6.7% |
| 1Y | +14.9% | -6.4% | +21.2% | +15.6% |
| 3Y | +86.0% | +8.1% | +78.0% | +68.1% |
| 5Y | +76.7% | -31.9% | +108.6% | +94.1% |
| All | +408.8% | +94.2% | +314.7% | +301.0% |
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