+115.4%
AMD vs VTR
+18.3%
+97.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.8% | -7.9% | -9.3% |
| 7D | +18.9% | +0.2% | +18.7% | +19.0% |
| 30D | -6.4% | +5.5% | -11.9% | -2.3% |
| 3M | +10.6% | -0.9% | +11.5% | +11.5% |
| 6M | +19.9% | -0.4% | +20.3% | +29.0% |
| YTD | +149.4% | +17.0% | +132.3% | +162.3% |
| 1Y | +115.4% | +18.0% | +97.4% | +126.9% |
| All | +115.4% | +18.3% | +97.1% | +126.9% |
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