+133.7%
AMT price history and return analytics
+217.6%
-84.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.0% |
| 7D | +1.6% | -0.1% | +1.8% | +1.6% |
| 30D | +4.5% | -3.1% | +7.5% | +6.4% |
| 3M | +13.8% | -3.5% | +17.3% | +16.3% |
| 6M | +10.0% | +0.5% | +9.6% | +8.8% |
| YTD | +11.8% | +10.8% | +1.0% | +2.8% |
| 1Y | +10.2% | +11.9% | -1.7% | +0.6% |
| 3Y | +15.1% | +73.0% | -57.8% | -26.7% |
| 5Y | -18.8% | +58.6% | -77.4% | -45.0% |
| 10Y | +133.7% | +219.2% | -85.5% | -7.3% |
| All | +133.7% | +217.6% | -84.0% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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