+140.1%
AMT price history and return analytics
+222.7%
-82.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.2% |
| 7D | -2.2% | +2.9% | -5.1% | -4.1% |
| 30D | +5.8% | -2.5% | +8.3% | +7.3% |
| 3M | +12.6% | -3.3% | +15.9% | +14.9% |
| 6M | +8.3% | +1.5% | +6.8% | +6.3% |
| YTD | +11.4% | +11.4% | +0.1% | +2.1% |
| 1Y | +7.7% | +11.9% | -4.2% | -1.7% |
| 3Y | +14.8% | +73.9% | -59.1% | -27.1% |
| 5Y | -18.0% | +57.9% | -75.8% | -44.1% |
| All | +140.1% | +222.7% | -82.6% | -5.3% |
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