+196.6%
AMD vs VCIT
+3.7%
+192.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +0.2% | -17.5% | -17.6% |
| 7D | -28.6% | +0.5% | -29.1% | -29.2% |
| 30D | -37.7% | +2.1% | -39.8% | -40.0% |
| 3M | -16.1% | -1.6% | -14.5% | -13.9% |
| 6M | +13.8% | -1.6% | +15.4% | +17.4% |
| YTD | +88.8% | -1.5% | +90.3% | +94.9% |
| 1Y | +57.8% | -0.4% | +58.1% | +59.9% |
| 3Y | +260.3% | +19.6% | +240.7% | +169.2% |
| 5Y | +196.6% | +3.3% | +193.3% | +124.9% |
| All | +196.6% | +3.7% | +192.9% | +124.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling