+88.9%
AMD vs VRT
-4.2%
+93.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +3.5% | +7.6% | +9.1% |
| 7D | -11.0% | -21.4% | +10.3% | +1.0% |
| 30D | -30.5% | -25.8% | -4.7% | -18.8% |
| 3M | -8.2% | -33.5% | +25.3% | +12.5% |
| 6M | +6.6% | -49.0% | +55.6% | +47.6% |
| YTD | +109.7% | +12.9% | +96.7% | +96.9% |
| 1Y | +88.9% | 0.0% | +88.9% | +85.6% |
| All | +88.9% | -4.2% | +93.1% | +85.6% |
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