+234.4%
AMD vs VNQ
+7.6%
+226.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.0% | +4.1% | +2.7% |
| 7D | +14.0% | -0.9% | +14.9% | +13.7% |
| 30D | +11.0% | -2.2% | +13.2% | +10.3% |
| 3M | +9.6% | -1.9% | +11.5% | +8.4% |
| 6M | +157.1% | +3.2% | +153.9% | +149.8% |
| YTD | +143.3% | +9.4% | +133.9% | +145.6% |
| 1Y | +234.4% | +7.5% | +226.9% | +223.9% |
| All | +234.4% | +7.6% | +226.8% | +223.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling