-31.2%
AMT vs VTRS
+40.7%
-71.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.3% |
| 7D | -2.7% | -3.3% | +0.6% | -2.2% |
| 30D | +2.0% | +1.4% | +0.7% | +1.8% |
| 3M | -9.3% | +4.6% | -13.9% | -10.1% |
| 6M | -5.2% | +18.1% | -23.3% | -8.1% |
| YTD | +0.5% | +34.7% | -34.2% | -5.1% |
| 1Y | -7.3% | +65.6% | -72.9% | -15.7% |
| 3Y | +6.2% | +83.8% | -77.5% | -8.0% |
| 5Y | -31.2% | +46.5% | -77.7% | -39.7% |
| All | -31.2% | +40.7% | -71.9% | -39.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling