+6,406.4%
AMD vs VT
+224.5%
+6,181.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +2.6% | +0.4% | +2.1% | +1.7% |
| 30D | -0.9% | +1.0% | -1.9% | -2.7% |
| 3M | -8.7% | +2.4% | -11.1% | -10.6% |
| 6M | +136.3% | +12.0% | +124.3% | +100.1% |
| YTD | +123.0% | +15.3% | +107.7% | +80.3% |
| 1Y | +195.2% | +22.6% | +172.6% | +116.8% |
| 3Y | +336.3% | +74.7% | +261.7% | +84.5% |
| 5Y | +334.5% | +66.1% | +268.3% | +114.6% |
| All | +6,406.4% | +224.5% | +6,181.9% | +1,047.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling