+8,077.9%
AMD vs VTR
+126.9%
+7,951.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +1.8% | +12.9% | +14.4% |
| 7D | +6.5% | +3.8% | +2.7% | +5.8% |
| 30D | -15.3% | +10.1% | -25.4% | -17.1% |
| 3M | +9.7% | -1.2% | +10.9% | +9.6% |
| 6M | +13.2% | +4.8% | +8.4% | +10.9% |
| YTD | +140.6% | +18.9% | +121.7% | +128.7% |
| 1Y | +111.2% | +21.8% | +89.3% | +99.5% |
| 3Y | +334.4% | +132.0% | +202.5% | +249.0% |
| 5Y | +268.3% | +94.7% | +173.7% | +205.3% |
| 10Y | +8,077.9% | +136.8% | +7,941.1% | +5,934.2% |
| All | +8,077.9% | +126.9% | +7,951.0% | +5,934.2% |
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