+261.9%
AMD vs VCIT
+19.8%
+242.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +0.2% | -17.5% | -17.6% |
| 7D | -28.6% | +0.5% | -29.1% | -29.1% |
| 30D | -37.7% | +2.1% | -39.8% | -39.8% |
| 3M | -16.1% | -1.6% | -14.5% | -13.9% |
| 6M | +13.8% | -1.6% | +15.4% | +17.3% |
| YTD | +88.8% | -1.5% | +90.3% | +94.5% |
| 1Y | +57.8% | -0.4% | +58.1% | +60.6% |
| All | +261.9% | +19.8% | +242.0% | +187.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling