+126.2%
VTR vs AMDL
+117.8%
+8.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +11.7% | -12.1% | -0.3% |
| 7D | -2.4% | +19.9% | -22.3% | -2.2% |
| 30D | -3.7% | +6.3% | -10.0% | -3.6% |
| 3M | +13.5% | -9.9% | +23.4% | +13.7% |
| 6M | +7.2% | +394.3% | -387.1% | +5.7% |
| YTD | +17.6% | +257.3% | -239.7% | +16.0% |
| 1Y | +35.4% | +508.5% | -473.2% | +32.1% |
| All | +126.2% | +117.8% | +8.4% | +118.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 3y: compounded portfolio wealth divided by compounded AMDL 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…
3y analysis · Full analysis span regression · 6 months rolling