+1,364.0%
AMD vs VIG
+623.5%
+740.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.5% | +5.2% | +5.4% |
| 7D | +2.6% | -0.4% | +3.0% | +3.2% |
| 30D | -0.9% | -1.0% | 0.0% | +0.4% |
| 3M | -8.7% | +2.8% | -11.5% | -12.3% |
| 6M | +136.3% | +8.2% | +128.1% | +110.8% |
| YTD | +123.0% | +11.0% | +112.0% | +91.2% |
| 1Y | +195.2% | +16.1% | +179.0% | +137.1% |
| 3Y | +336.3% | +56.2% | +280.2% | +129.6% |
| 5Y | +334.5% | +63.0% | +271.5% | +128.0% |
| 10Y | +6,259.1% | +241.4% | +6,017.7% | +1,037.4% |
| All | +1,364.0% | +623.5% | +740.5% | -8.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling