+357.3%
AMD vs VTRS
+158.7%
+198.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.7% | -9.5% | -9.0% |
| 7D | +18.9% | +4.6% | +14.4% | +17.5% |
| 30D | -6.4% | +19.4% | -25.8% | -10.5% |
| 3M | +10.6% | +30.8% | -20.2% | +3.2% |
| 6M | +19.9% | +21.6% | -1.8% | +13.5% |
| YTD | +149.4% | +71.2% | +78.2% | +110.6% |
| 1Y | +115.4% | +97.6% | +17.8% | +73.5% |
| 3Y | +357.3% | +163.9% | +193.4% | +255.7% |
| All | +357.3% | +158.7% | +198.6% | +255.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling