+199.0%
AMD vs VRT
+561.8%
-362.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +3.5% | +7.6% | +9.5% |
| 7D | -11.0% | -21.4% | +10.3% | -0.9% |
| 30D | -30.5% | -25.8% | -4.7% | -20.7% |
| 3M | -8.2% | -33.5% | +25.3% | +9.3% |
| 6M | +6.6% | -49.0% | +55.6% | +41.1% |
| YTD | +109.7% | +12.9% | +96.7% | +95.4% |
| 1Y | +88.9% | 0.0% | +88.9% | +84.6% |
| 3Y | +301.8% | +361.8% | -60.0% | +84.7% |
| All | +199.0% | +561.8% | -362.7% | +15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling