-27.6%
AMTM price history and return analytics
+32.0%
-59.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.1% | +0.2% | +1.1% |
| 7D | -3.2% | -4.2% | +1.0% | +1.9% |
| 30D | +13.9% | -5.8% | +19.7% | +22.3% |
| 3M | -8.7% | -5.2% | -3.4% | -2.6% |
| 6M | -12.1% | +0.1% | -12.3% | -13.1% |
| YTD | -26.3% | +8.2% | -34.5% | -35.1% |
| 1Y | -3.9% | +10.1% | -14.0% | -17.3% |
| All | -27.6% | +32.0% | -59.6% | -50.6% |
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