+8,164.6%
AMD vs VIG
+264.3%
+7,900.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +6.0% |
| 7D | +13.1% | -0.3% | +13.5% | +15.1% |
| 30D | -7.0% | +4.9% | -11.9% | -13.1% |
| 3M | +16.6% | +2.9% | +13.6% | +12.1% |
| 6M | +20.5% | +11.2% | +9.3% | +2.7% |
| YTD | +158.2% | +16.0% | +142.2% | +106.8% |
| 1Y | +132.8% | +17.0% | +115.8% | +84.3% |
| 3Y | +366.2% | +66.9% | +299.4% | +117.6% |
| 5Y | +278.7% | +65.8% | +212.8% | +88.6% |
| 10Y | +8,164.6% | +263.6% | +7,900.9% | +1,384.5% |
| All | +8,164.6% | +264.3% | +7,900.3% | +1,384.5% |
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