-98.1%
AMC vs VTRS
-49.7%
-48.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.4% |
| 7D | +2.3% | +3.3% | -1.0% | +1.4% |
| 30D | -0.7% | -3.6% | +2.9% | +0.3% |
| 3M | +35.2% | +7.0% | +28.2% | +31.8% |
| 6M | +124.6% | +17.5% | +107.1% | +112.1% |
| YTD | +69.9% | +38.8% | +31.1% | +51.6% |
| 1Y | -2.6% | +69.2% | -71.8% | -18.7% |
| 3Y | -79.8% | +77.5% | -157.2% | -83.8% |
| 5Y | -99.4% | +39.9% | -139.3% | -99.5% |
| 10Y | -98.9% | -47.1% | -51.8% | -99.0% |
| All | -98.1% | -49.7% | -48.4% | -98.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling