+6,351.7%
AMD vs VCIT
+28.8%
+6,322.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.1% | +11.2% | +11.2% |
| 7D | -11.0% | +0.1% | -11.1% | -11.2% |
| 30D | -30.5% | +1.9% | -32.4% | -32.5% |
| 3M | -8.2% | -1.4% | -6.8% | -6.5% |
| 6M | +6.6% | -2.1% | +8.7% | +10.1% |
| YTD | +109.7% | -1.6% | +111.3% | +115.6% |
| 1Y | +88.9% | -0.9% | +89.8% | +92.4% |
| 3Y | +301.8% | +20.0% | +281.9% | +216.0% |
| 5Y | +229.4% | +3.1% | +226.2% | +202.0% |
| All | +6,351.7% | +28.8% | +6,322.9% | +6,637.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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