+333.0%
AMD vs VT
+73.6%
+259.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.6% | +3.6% |
| 7D | -13.6% | -1.6% | -12.0% | -9.6% |
| 30D | -23.7% | -2.5% | -21.2% | -17.9% |
| 3M | -0.2% | -1.3% | +1.1% | +4.6% |
| 6M | +34.2% | +3.1% | +31.1% | +31.8% |
| YTD | +126.0% | +10.9% | +115.0% | +90.1% |
| 1Y | +86.4% | +12.1% | +74.3% | +54.2% |
| All | +333.0% | +73.6% | +259.4% | +53.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling