+15.2%
AMT vs VTR
+133.9%
-118.7%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -2.4% | +1.4% | -3.7% | -2.9% |
| 30D | +4.2% | +8.2% | -4.0% | +1.0% |
| 3M | +13.4% | +4.6% | +8.8% | +11.3% |
| 6M | +9.4% | +4.3% | +5.0% | +6.6% |
| YTD | +11.7% | +19.0% | -7.3% | +2.4% |
| 1Y | +7.1% | +21.6% | -14.5% | -2.9% |
| All | +15.2% | +133.9% | -118.7% | -27.7% |
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