+96.3%
VTR vs AMCR
+14.6%
+81.7%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | +0.3% |
| 7D | -0.3% | -6.3% | +6.0% | +2.8% |
| 30D | +1.1% | -7.8% | +8.9% | +5.0% |
| 3M | +7.9% | +7.5% | +0.4% | +3.5% |
| 6M | +6.2% | +2.7% | +3.5% | +3.0% |
| YTD | +17.7% | +6.0% | +11.7% | +11.0% |
| 1Y | +32.9% | +7.8% | +25.1% | +23.6% |
| 3Y | +129.7% | +5.8% | +123.9% | +107.5% |
| 5Y | +89.3% | -11.6% | +100.9% | +86.6% |
| All | +96.3% | +14.6% | +81.7% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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