+136.8%
VTR vs AMC
-98.7%
+235.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.8% | +0.9% |
| 7D | +3.8% | +5.5% | -1.7% | +3.6% |
| 30D | +10.1% | +16.1% | -6.0% | +9.5% |
| 3M | -1.2% | +43.0% | -44.1% | -2.5% |
| 6M | +4.8% | +130.7% | -125.9% | +1.0% |
| YTD | +18.9% | +121.8% | -102.9% | +14.4% |
| 1Y | +21.8% | +40.7% | -18.8% | +19.0% |
| 3Y | +132.0% | -56.8% | +188.8% | +130.7% |
| 5Y | +94.7% | -99.1% | +193.8% | +111.0% |
| 10Y | +136.8% | -98.7% | +235.5% | +57.7% |
| All | +136.8% | -98.7% | +235.5% | +57.7% |
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