+490.8%
AMT price history and return analytics
+374.2%
+116.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -0.2% | +0.4% | -0.7% | -0.5% |
| 30D | +4.6% | +1.0% | +3.7% | +3.9% |
| 3M | -8.4% | +2.4% | -10.8% | -10.6% |
| 6M | -6.0% | +12.0% | -18.0% | -14.5% |
| YTD | +2.1% | +15.3% | -13.2% | -9.3% |
| 1Y | -6.4% | +22.6% | -29.0% | -20.9% |
| 3Y | +8.1% | +74.7% | -66.6% | -32.3% |
| 5Y | -31.9% | +66.1% | -98.1% | -55.8% |
| 10Y | +97.1% | +225.0% | -127.9% | -26.3% |
| All | +490.8% | +374.2% | +116.6% | +68.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling