+160.2%
VXUS vs AMT
+412.2%
-251.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +1.0% |
| 7D | -1.8% | +0.5% | -2.3% | -1.9% |
| 30D | -4.6% | +13.6% | -18.2% | -8.6% |
| 3M | -6.1% | +11.5% | -17.6% | -9.6% |
| 6M | -4.9% | +6.9% | -11.8% | -7.9% |
| YTD | +8.1% | +10.8% | -2.8% | +2.9% |
| 1Y | +12.1% | +10.3% | +1.8% | +6.9% |
| 3Y | +63.9% | +12.4% | +51.5% | +50.8% |
| 5Y | +43.1% | -20.1% | +63.2% | +46.6% |
| 10Y | +139.2% | +116.8% | +22.4% | +53.1% |
| All | +160.2% | +412.2% | -251.9% | +5.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling