+8,017.8%
AMD vs VTR
+85.6%
+7,932.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.4% | +6.3% | +6.0% |
| 7D | +10.0% | -2.4% | +12.4% | +10.6% |
| 30D | +4.6% | -3.7% | +8.4% | +5.4% |
| 3M | +3.1% | +13.5% | -10.4% | -0.5% |
| 6M | +162.8% | +7.2% | +155.6% | +156.2% |
| YTD | +136.2% | +17.6% | +118.6% | +125.1% |
| 1Y | +234.0% | +35.4% | +198.6% | +207.0% |
| 3Y | +376.7% | +132.8% | +243.9% | +279.7% |
| 5Y | +376.3% | +88.7% | +287.7% | +294.7% |
| 10Y | +8,017.8% | +87.6% | +7,930.2% | +6,391.8% |
| All | +8,017.8% | +85.6% | +7,932.2% | +6,391.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling