+8,042.9%
AMD vs VTRS
-29.8%
+8,072.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.0% | +6.3% | +7.0% |
| 7D | +13.1% | +9.6% | +3.5% | +10.1% |
| 30D | -7.0% | +20.1% | -27.0% | -12.2% |
| 3M | +16.6% | +30.3% | -13.8% | +6.9% |
| 6M | +20.5% | +26.3% | -5.8% | +10.8% |
| YTD | +158.2% | +73.1% | +85.0% | +111.3% |
| 1Y | +132.8% | +94.7% | +38.1% | +82.8% |
| 3Y | +366.2% | +159.7% | +206.6% | +219.8% |
| 5Y | +278.7% | +79.7% | +198.9% | +185.9% |
| All | +8,042.9% | -29.8% | +8,072.6% | +8,168.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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