+264.6%
AMD vs VTRS
+81.4%
+183.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.7% | -9.5% | -9.0% |
| 7D | +18.9% | +4.6% | +14.4% | +17.3% |
| 30D | -6.4% | +19.4% | -25.8% | -11.4% |
| 3M | +10.6% | +30.8% | -20.2% | +1.6% |
| 6M | +19.9% | +21.6% | -1.8% | +11.9% |
| YTD | +149.4% | +71.2% | +78.2% | +104.8% |
| 1Y | +115.4% | +97.6% | +17.8% | +67.9% |
| 3Y | +357.3% | +163.9% | +193.4% | +203.5% |
| All | +264.6% | +81.4% | +183.1% | +156.3% |
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