+268.3%
AMD vs VSH
+46.3%
+222.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +15.1% | -0.3% | +4.5% |
| 7D | +6.5% | -1.6% | +8.1% | +8.3% |
| 30D | -15.3% | -21.3% | +6.0% | -0.3% |
| 3M | +9.7% | -18.9% | +28.6% | +25.3% |
| 6M | +13.2% | -21.4% | +34.6% | +24.6% |
| YTD | +140.6% | +86.8% | +53.7% | +45.1% |
| 1Y | +111.2% | +85.8% | +25.4% | +27.3% |
| 3Y | +334.4% | +30.1% | +304.3% | +211.3% |
| 5Y | +268.3% | +42.8% | +225.5% | +124.1% |
| All | +268.3% | +46.3% | +222.0% | +124.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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