+8,672.7%
AMD vs VNQ
+64.3%
+8,608.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.0% | +4.1% | +3.8% |
| 7D | +14.0% | -0.9% | +14.9% | +14.7% |
| 30D | +11.0% | -2.2% | +13.2% | +12.8% |
| 3M | +9.6% | -1.9% | +11.5% | +10.1% |
| 6M | +157.1% | +3.2% | +153.9% | +147.7% |
| YTD | +143.3% | +9.4% | +133.9% | +123.4% |
| 1Y | +234.4% | +7.5% | +226.9% | +209.9% |
| 3Y | +391.2% | +31.1% | +360.1% | +282.2% |
| 5Y | +390.9% | +6.6% | +384.4% | +357.9% |
| All | +8,672.7% | +64.3% | +8,608.5% | +5,984.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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