+134.0%
VTR vs AMC
-97.5%
+231.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.3% | -7.4% | +0.6% |
| 7D | +3.2% | +6.6% | -3.4% | +2.9% |
| 30D | +9.1% | +14.1% | -5.0% | +8.5% |
| 3M | -3.6% | +31.3% | -34.8% | -4.6% |
| 6M | +3.8% | +126.7% | -122.9% | 0.0% |
| YTD | +17.8% | +117.9% | -100.2% | +13.3% |
| 1Y | +20.5% | +41.1% | -20.5% | +17.7% |
| 3Y | +132.4% | -61.0% | +193.4% | +131.9% |
| 5Y | +99.9% | -99.1% | +199.0% | +117.6% |
| 10Y | +124.3% | -98.7% | +223.0% | +70.3% |
| All | +134.0% | -97.5% | +231.5% | +75.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling