+11,477.5%
AMD vs VTRS
+567.8%
+10,909.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.4% | +5.0% | +4.8% |
| 7D | +2.6% | +3.3% | -0.7% | +1.6% |
| 30D | -0.9% | -3.6% | +2.7% | -0.1% |
| 3M | -8.7% | +7.0% | -15.7% | -11.0% |
| 6M | +136.3% | +17.5% | +118.9% | +123.8% |
| YTD | +123.0% | +38.8% | +84.2% | +100.8% |
| 1Y | +195.2% | +69.2% | +126.0% | +150.2% |
| 3Y | +336.3% | +77.5% | +258.9% | +258.3% |
| 5Y | +334.5% | +39.9% | +294.6% | +273.6% |
| 10Y | +6,259.1% | -47.1% | +6,306.2% | +6,545.6% |
| All | +11,477.5% | +567.8% | +10,909.7% | +4,551.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling