-99.1%
AMC vs VTRS
+78.7%
-177.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.6% |
| 7D | -2.8% | +9.6% | -12.4% | -6.4% |
| 30D | +14.0% | +20.1% | -6.1% | +5.7% |
| 3M | +42.5% | +30.3% | +12.2% | +28.3% |
| 6M | +142.6% | +26.3% | +116.2% | +118.8% |
| YTD | +119.2% | +73.1% | +46.1% | +69.3% |
| 1Y | +40.7% | +94.7% | -54.0% | +2.7% |
| 3Y | -57.3% | +159.7% | -217.0% | -76.3% |
| 5Y | -99.1% | +79.7% | -178.9% | -99.5% |
| All | -99.1% | +78.7% | -177.9% | -99.5% |
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