+382.9%
VUG vs AMT
+116.6%
+266.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.6% | +1.7% |
| 7D | -3.4% | +0.5% | -3.9% | -3.6% |
| 30D | -11.1% | +13.6% | -24.7% | -14.8% |
| 3M | -7.2% | +11.5% | -18.7% | -10.7% |
| 6M | -4.1% | +6.9% | -11.1% | -7.1% |
| YTD | +1.4% | +10.8% | -9.4% | -3.6% |
| 1Y | +1.9% | +10.3% | -8.4% | -3.0% |
| 3Y | +77.7% | +12.4% | +65.3% | +59.6% |
| 5Y | +57.6% | -20.1% | +77.7% | +62.6% |
| All | +382.9% | +116.6% | +266.3% | +269.6% |
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 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