+348.0%
AMD vs VTR
+132.6%
+215.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.0% | +6.7% | +4.6% |
| 7D | +2.6% | -1.7% | +4.3% | +2.5% |
| 30D | -0.9% | -2.4% | +1.5% | -1.0% |
| 3M | -8.7% | +14.8% | -23.5% | -10.3% |
| 6M | +136.3% | +5.3% | +131.0% | +135.3% |
| YTD | +123.0% | +18.1% | +104.9% | +117.7% |
| 1Y | +195.2% | +36.7% | +158.5% | +179.5% |
| All | +348.0% | +132.6% | +215.5% | +262.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling