-99.5%
AMC vs VTRS
+40.2%
-139.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -3.6% |
| 7D | -6.8% | -3.5% | -3.4% | -5.4% |
| 30D | +1.7% | +2.1% | -0.5% | +0.8% |
| 3M | +26.8% | +2.6% | +24.2% | +24.2% |
| 6M | +117.7% | +17.8% | +99.9% | +99.2% |
| YTD | +57.7% | +35.7% | +22.0% | +33.5% |
| 1Y | -12.5% | +63.5% | -75.9% | -33.0% |
| 3Y | -65.7% | +85.1% | -150.9% | -77.8% |
| 5Y | -99.5% | +42.5% | -142.0% | -99.7% |
| All | -99.5% | +40.2% | -139.7% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling