+369.7%
AMD vs VLTO
+54.7%
+314.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.9% |
| 7D | -15.5% | +13.8% | -29.3% | -17.2% |
| 30D | -22.6% | +21.2% | -43.8% | -25.3% |
| 3M | -5.7% | +21.5% | -27.2% | -9.2% |
| 6M | +43.1% | +33.0% | +10.1% | +32.0% |
| YTD | +128.2% | +17.8% | +110.4% | +123.3% |
| 1Y | +95.5% | +18.1% | +77.4% | +90.2% |
| 3Y | +335.4% | +67.6% | +267.9% | +296.2% |
| All | +369.7% | +54.7% | +314.9% | +339.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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