+38.9%
AMC vs VTRS
+96.7%
-57.8%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.4% | -2.8% |
| 7D | +3.5% | +4.6% | -1.1% | +2.8% |
| 30D | +12.5% | +19.4% | -6.9% | +9.9% |
| 3M | +23.6% | +30.8% | -7.2% | +21.2% |
| 6M | +144.4% | +21.6% | +122.7% | +141.5% |
| YTD | +108.3% | +71.2% | +37.2% | +88.5% |
| 1Y | +38.9% | +97.6% | -58.7% | +17.4% |
| All | +38.9% | +96.7% | -57.8% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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