+7,765.4%
AMD vs VIG
+262.6%
+7,502.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | 0.0% | -8.8% | -8.8% |
| 7D | +18.9% | +3.5% | +15.4% | +12.9% |
| 30D | -6.4% | +4.9% | -11.4% | -12.7% |
| 3M | +10.6% | +2.5% | +8.1% | +7.0% |
| 6M | +19.9% | +11.0% | +8.9% | +2.5% |
| YTD | +149.4% | +16.0% | +133.4% | +99.7% |
| 1Y | +115.4% | +17.5% | +97.8% | +68.9% |
| 3Y | +357.3% | +67.0% | +290.3% | +113.2% |
| 5Y | +261.1% | +64.8% | +196.3% | +81.5% |
| All | +7,765.4% | +262.6% | +7,502.7% | +1,329.1% |
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