+3,631.0%
AMD vs VNQ
+392.5%
+3,238.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.7% | +5.4% | +5.1% |
| 7D | +2.6% | -1.3% | +3.8% | +3.4% |
| 30D | -0.9% | -2.9% | +2.0% | +1.0% |
| 3M | -8.7% | +0.8% | -9.5% | -10.2% |
| 6M | +136.3% | +2.5% | +133.9% | +130.4% |
| YTD | +123.0% | +10.6% | +112.4% | +105.6% |
| 1Y | +195.2% | +9.1% | +186.1% | +173.6% |
| 3Y | +336.3% | +31.0% | +305.3% | +253.6% |
| 5Y | +334.5% | +4.9% | +329.6% | +319.0% |
| 10Y | +6,259.1% | +59.5% | +6,199.7% | +4,428.9% |
| All | +3,631.0% | +392.5% | +3,238.5% | +1,020.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling