+126.1%
AMD vs VRT
+15.2%
+110.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.5% | +4.3% | +5.0% |
| 7D | +44.7% | +18.6% | +26.1% | +32.0% |
| 30D | -3.3% | -11.7% | +8.3% | +2.9% |
| 3M | +21.2% | -27.3% | +48.5% | +41.7% |
| 6M | +30.6% | -42.9% | +73.4% | +70.6% |
| YTD | +173.3% | +29.5% | +143.8% | +134.2% |
| 1Y | +126.1% | +21.0% | +105.0% | +98.6% |
| All | +126.1% | +15.2% | +110.8% | +98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 VRT 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