+66.0%
AMAT vs VTR
+21.0%
+45.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -4.1% |
| 7D | +19.3% | +0.7% | +18.6% | +19.8% |
| 30D | -17.9% | +6.9% | -24.9% | -13.7% |
| 3M | -30.4% | +1.3% | -31.8% | -29.1% |
| 6M | -11.4% | +2.5% | -13.9% | -5.2% |
| YTD | +48.8% | +18.0% | +30.8% | +56.6% |
| 1Y | +66.0% | +19.5% | +46.6% | +76.1% |
| All | +66.0% | +21.0% | +45.0% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling