+125.0%
VTR vs AMDL
+131.0%
-6.0%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.0% | -6.6% | -0.5% |
| 7D | -2.9% | +29.0% | -31.9% | -2.7% |
| 30D | -2.8% | +19.1% | -21.9% | -2.6% |
| 3M | +9.0% | +1.8% | +7.2% | +9.2% |
| 6M | +5.0% | +374.4% | -369.4% | +3.6% |
| YTD | +16.9% | +278.9% | -262.0% | +15.4% |
| 1Y | +34.3% | +510.6% | -476.3% | +31.2% |
| All | +125.0% | +131.0% | -6.0% | +117.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling