+7.9%
AMT vs VTR
+131.6%
-123.7%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.4% | +0.1% |
| 7D | -0.2% | -2.4% | +2.2% | +0.9% |
| 30D | +1.8% | -3.7% | +5.6% | +3.4% |
| 3M | -6.2% | +13.5% | -19.7% | -12.1% |
| 6M | -5.0% | +7.2% | -12.2% | -8.9% |
| YTD | +2.1% | +17.6% | -15.5% | -6.5% |
| 1Y | -5.7% | +35.4% | -41.1% | -20.0% |
| 3Y | +7.9% | +132.8% | -124.9% | -36.0% |
| All | +7.9% | +131.6% | -123.7% | -36.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling