+390.9%
AMD vs VTRS
+40.2%
+350.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.7% | +3.7% | +3.3% |
| 7D | +14.0% | -3.5% | +17.5% | +15.3% |
| 30D | +11.0% | +2.1% | +8.9% | +10.1% |
| 3M | +9.6% | +2.6% | +7.0% | +7.7% |
| 6M | +157.1% | +17.8% | +139.3% | +139.4% |
| YTD | +143.3% | +35.7% | +107.7% | +114.3% |
| 1Y | +234.4% | +63.5% | +170.9% | +173.8% |
| 3Y | +391.2% | +85.1% | +306.1% | +264.9% |
| 5Y | +390.9% | +42.5% | +348.4% | +280.5% |
| All | +390.9% | +40.2% | +350.7% | +280.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling