+5.6%
AMTB price history and return analytics
+160.6%
-155.0%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.8% |
| 7D | -1.2% | -1.1% | -0.1% | 0.0% |
| 30D | +0.4% | -1.0% | +1.4% | +1.4% |
| 3M | +23.6% | +3.2% | +20.5% | +18.9% |
| 6M | +40.6% | +12.5% | +28.1% | +21.9% |
| YTD | +52.0% | +14.1% | +37.9% | +29.5% |
| 1Y | +40.0% | +18.9% | +21.1% | +13.7% |
| 3Y | +65.9% | +74.1% | -8.2% | -11.7% |
| 5Y | +24.1% | +66.9% | -42.7% | -31.0% |
| All | +5.6% | +160.6% | -155.0% | -64.7% |
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