+1,311.4%
AMT vs VTR
+2,242.6%
-931.2%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.0% | +0.9% | -0.5% |
| 7D | -0.2% | -1.7% | +1.5% | +0.2% |
| 30D | +4.6% | -2.4% | +7.1% | +5.2% |
| 3M | -8.4% | +14.8% | -23.2% | -11.9% |
| 6M | -6.0% | +5.3% | -11.4% | -7.6% |
| YTD | +2.1% | +18.1% | -16.0% | -2.6% |
| 1Y | -6.4% | +36.7% | -43.1% | -14.2% |
| 3Y | +8.1% | +130.1% | -122.0% | -13.6% |
| 5Y | -31.9% | +89.5% | -121.4% | -43.3% |
| 10Y | +97.1% | +87.4% | +9.7% | +52.3% |
| All | +1,311.4% | +2,242.6% | -931.2% | +543.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling