+301.8%
AMD vs VGT
+105.8%
+196.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.4% | +9.7% | +8.7% |
| 7D | -11.0% | -7.2% | -3.8% | +2.5% |
| 30D | -30.5% | -16.1% | -14.3% | -4.2% |
| 3M | -8.2% | -9.2% | +0.9% | +11.2% |
| 6M | +6.6% | -0.7% | +7.3% | +15.8% |
| YTD | +109.7% | +15.6% | +94.1% | +84.1% |
| 1Y | +88.9% | +14.4% | +74.5% | +69.3% |
| 3Y | +301.8% | +105.2% | +196.6% | +44.9% |
| All | +301.8% | +105.8% | +196.0% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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