+106.2%
AMT vs VTR
+99.2%
+7.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.0% |
| 7D | +1.1% | -0.3% | +1.4% | +1.2% |
| 30D | +4.4% | +1.1% | +3.3% | +4.0% |
| 3M | -5.2% | +7.9% | -13.1% | -7.6% |
| 6M | -0.8% | +6.2% | -7.0% | -3.1% |
| YTD | +3.3% | +17.7% | -14.4% | -2.3% |
| 1Y | -6.0% | +32.9% | -38.9% | -14.5% |
| 3Y | +9.6% | +129.7% | -120.1% | -15.7% |
| 5Y | -29.2% | +89.3% | -118.6% | -43.3% |
| All | +106.2% | +99.2% | +7.0% | +73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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