-32.0%
AMTM price history and return analytics
+40.7%
-72.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -1.2% | +0.4% | -1.7% | -1.8% |
| 30D | -14.3% | +1.0% | -15.2% | -15.3% |
| 3M | -13.9% | +2.4% | -16.2% | -16.4% |
| 6M | -35.7% | +12.0% | -47.7% | -45.0% |
| YTD | -30.8% | +15.3% | -46.2% | -43.5% |
| 1Y | -17.0% | +22.6% | -39.6% | -38.0% |
| All | -32.0% | +40.7% | -72.7% | -57.1% |
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