+337.5%
AMD vs VEU
+56.2%
+281.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.5% | +4.2% | +3.6% |
| 7D | +2.6% | +1.1% | +1.4% | +0.3% |
| 30D | -0.9% | +2.2% | -3.1% | -5.0% |
| 3M | -8.7% | +3.0% | -11.7% | -11.6% |
| 6M | +136.3% | +10.9% | +125.5% | +101.4% |
| YTD | +123.0% | +18.2% | +104.8% | +68.6% |
| 1Y | +195.2% | +28.3% | +166.9% | +92.3% |
| 3Y | +336.3% | +74.6% | +261.7% | +62.3% |
| All | +337.5% | +56.2% | +281.3% | +121.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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