+7,350.9%
AMD vs VT
+231.8%
+7,119.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | -2.2% |
| 7D | -15.5% | -0.3% | -15.2% | -14.8% |
| 30D | -22.6% | -1.4% | -21.2% | -20.0% |
| 3M | -5.7% | -1.4% | -4.4% | -2.3% |
| 6M | +43.1% | +5.5% | +37.6% | +35.8% |
| YTD | +128.2% | +12.8% | +115.4% | +94.1% |
| 1Y | +95.5% | +15.4% | +80.0% | +60.6% |
| 3Y | +335.4% | +76.9% | +258.6% | +82.4% |
| 5Y | +255.5% | +60.4% | +195.1% | +88.0% |
| 10Y | +7,350.9% | +232.8% | +7,118.1% | +1,244.8% |
| All | +7,350.9% | +231.8% | +7,119.1% | +1,244.8% |
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