+234.0%
AMD vs VTR
+36.7%
+197.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.4% | +6.3% | +5.6% |
| 7D | +10.0% | -2.4% | +12.4% | +8.6% |
| 30D | +4.6% | -3.7% | +8.4% | +2.3% |
| 3M | +3.1% | +13.5% | -10.4% | +8.8% |
| 6M | +162.8% | +7.2% | +155.6% | +177.0% |
| YTD | +136.2% | +17.6% | +118.6% | +154.7% |
| 1Y | +234.0% | +35.4% | +198.6% | +296.9% |
| All | +234.0% | +36.7% | +197.4% | +296.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling