+147.0%
VXUS vs AMT
+94.2%
+52.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.8% |
| 7D | +1.0% | -0.2% | +1.2% | +1.1% |
| 30D | +2.2% | +4.6% | -2.4% | +0.9% |
| 3M | +3.0% | -8.4% | +11.4% | +5.0% |
| 6M | +10.7% | -6.0% | +16.7% | +11.8% |
| YTD | +17.8% | +2.1% | +15.7% | +16.0% |
| 1Y | +27.6% | -6.4% | +34.0% | +28.5% |
| 3Y | +73.3% | +8.1% | +65.2% | +62.9% |
| 5Y | +54.3% | -31.9% | +86.3% | +66.1% |
| All | +147.0% | +94.2% | +52.8% | +104.9% |
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 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