+146.2%
VXUS vs AMT
+136.5%
+9.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.3% |
| 7D | +2.1% | +1.5% | +0.6% | +1.7% |
| 30D | -1.1% | +6.8% | -7.9% | -2.9% |
| 3M | -5.6% | +11.2% | -16.8% | -8.4% |
| 6M | -2.3% | +12.5% | -14.7% | -6.0% |
| YTD | +10.4% | +12.5% | -2.1% | +5.7% |
| 1Y | +13.1% | +10.1% | +2.9% | +8.9% |
| 3Y | +68.0% | +16.0% | +52.0% | +55.4% |
| 5Y | +45.8% | -17.2% | +63.0% | +47.9% |
| All | +146.2% | +136.5% | +9.8% | +102.3% |
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