+376.7%
AMD vs VNQ
+31.8%
+344.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.1% | +6.0% | +5.9% |
| 7D | +10.0% | -0.4% | +10.4% | +10.2% |
| 30D | +4.6% | -2.5% | +7.2% | +6.0% |
| 3M | +3.1% | +1.4% | +1.8% | +1.1% |
| 6M | +162.8% | +4.6% | +158.3% | +152.6% |
| YTD | +136.2% | +10.5% | +125.6% | +118.7% |
| 1Y | +234.0% | +8.4% | +225.6% | +212.1% |
| 3Y | +376.7% | +32.4% | +344.3% | +291.5% |
| All | +376.7% | +31.8% | +344.9% | +291.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling