+84.5%
VTR vs AMCR
-12.3%
+96.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | 0.0% |
| 7D | -0.3% | -6.3% | +6.0% | +1.6% |
| 30D | +1.1% | -7.8% | +8.9% | +3.5% |
| 3M | +7.9% | +7.5% | +0.4% | +5.2% |
| 6M | +6.2% | +2.7% | +3.5% | +4.5% |
| YTD | +17.7% | +6.0% | +11.7% | +13.7% |
| 1Y | +32.9% | +7.8% | +25.1% | +27.2% |
| 3Y | +129.7% | +5.8% | +123.9% | +114.2% |
| All | +84.5% | -12.3% | +96.8% | +80.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling