+1,310.4%
AMT vs VTRS
+145.4%
+1,165.0%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.3% |
| 7D | -0.2% | -0.1% | 0.0% | -0.2% |
| 30D | +1.8% | +1.9% | 0.0% | +1.4% |
| 3M | -6.2% | +5.1% | -11.2% | -7.5% |
| 6M | -5.0% | +20.1% | -25.1% | -9.3% |
| YTD | +2.1% | +36.6% | -34.5% | -5.6% |
| 1Y | -5.7% | +64.1% | -69.9% | -16.6% |
| 3Y | +7.9% | +86.4% | -78.4% | -9.3% |
| 5Y | -32.3% | +40.9% | -73.2% | -40.8% |
| 10Y | +95.0% | -48.7% | +143.7% | +96.2% |
| All | +1,310.4% | +145.4% | +1,165.0% | +552.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling