-28.0%
AMTM price history and return analytics
+32.3%
-60.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.8% |
| 7D | -2.8% | -2.3% | -0.5% | -0.1% |
| 30D | +14.8% | -5.0% | +19.8% | +22.0% |
| 3M | -10.9% | -4.9% | -6.0% | -5.4% |
| 6M | -14.6% | -1.5% | -13.1% | -13.6% |
| YTD | -26.7% | +8.5% | -35.2% | -35.6% |
| 1Y | -2.5% | +11.4% | -13.9% | -17.4% |
| All | -28.0% | +32.3% | -60.3% | -51.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling