+199.0%
AMD vs VTR
+95.0%
+104.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.3% | +11.4% | +11.1% |
| 7D | -11.0% | +4.7% | -15.7% | -12.0% |
| 30D | -30.5% | +10.9% | -41.4% | -32.6% |
| 3M | -8.2% | -3.2% | -5.0% | -7.7% |
| 6M | +6.6% | +3.7% | +2.9% | +3.6% |
| YTD | +109.7% | +16.8% | +92.9% | +93.8% |
| 1Y | +88.9% | +21.3% | +67.6% | +71.6% |
| 3Y | +301.8% | +119.0% | +182.8% | +166.5% |
| All | +199.0% | +95.0% | +104.0% | +100.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling