+48.1%
VXUS vs AMT
-19.0%
+67.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | -0.5% | -2.4% | +1.8% | -0.1% |
| 30D | -1.2% | +4.2% | -5.4% | -2.0% |
| 3M | -3.8% | +13.4% | -17.2% | -6.2% |
| 6M | -1.7% | +9.4% | -11.1% | -3.9% |
| YTD | +11.4% | +11.7% | -0.3% | +8.1% |
| 1Y | +13.3% | +7.1% | +6.2% | +11.0% |
| 3Y | +70.0% | +15.1% | +54.9% | +59.4% |
| 5Y | +48.1% | -17.9% | +66.0% | +49.3% |
| All | +48.1% | -19.0% | +67.0% | +49.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling