+8,077.9%
AMD vs VIG
+259.6%
+7,818.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +2.7% | +12.0% | +10.3% |
| 7D | +6.5% | +1.0% | +5.5% | +6.0% |
| 30D | -15.3% | +4.5% | -19.8% | -20.4% |
| 3M | +9.7% | +2.1% | +7.7% | +7.0% |
| 6M | +13.2% | +10.5% | +2.7% | -2.4% |
| YTD | +140.6% | +15.1% | +125.5% | +95.2% |
| 1Y | +111.2% | +16.9% | +94.3% | +67.3% |
| 3Y | +334.4% | +65.6% | +268.9% | +105.4% |
| 5Y | +268.3% | +64.4% | +204.0% | +86.1% |
| 10Y | +8,077.9% | +260.6% | +7,817.3% | +1,416.2% |
| All | +8,077.9% | +259.6% | +7,818.3% | +1,416.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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