+295.8%
AMD vs VIG
+65.2%
+230.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | +44.7% | +3.1% | +41.6% | +36.4% |
| 30D | -3.3% | +5.0% | -8.4% | -11.7% |
| 3M | +21.2% | +2.7% | +18.5% | +15.7% |
| 6M | +30.6% | +11.0% | +19.6% | +7.0% |
| YTD | +173.3% | +16.0% | +157.3% | +105.6% |
| 1Y | +126.1% | +16.3% | +109.8% | +69.4% |
| 3Y | +393.5% | +66.8% | +326.7% | +80.2% |
| 5Y | +295.8% | +64.8% | +231.0% | +58.7% |
| All | +295.8% | +65.2% | +230.6% | +58.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling