+87.6%
VTR vs AMC
-98.9%
+186.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | -0.3% |
| 7D | -2.4% | -0.8% | -1.6% | -2.4% |
| 30D | -3.7% | -1.2% | -2.6% | -3.7% |
| 3M | +13.5% | +42.2% | -28.7% | +11.6% |
| 6M | +7.2% | +118.8% | -111.6% | +3.4% |
| YTD | +17.6% | +64.1% | -46.5% | +14.4% |
| 1Y | +35.4% | -9.5% | +44.9% | +34.3% |
| 3Y | +132.8% | -64.3% | +197.2% | +132.7% |
| 5Y | +88.7% | -99.5% | +188.1% | +108.0% |
| 10Y | +87.6% | -98.9% | +186.6% | +25.8% |
| All | +87.6% | -98.9% | +186.6% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling