+251.9%
AMD vs VT
+57.9%
+194.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.6% | +3.6% |
| 7D | -13.6% | -1.6% | -12.0% | -10.0% |
| 30D | -23.7% | -2.5% | -21.2% | -18.4% |
| 3M | -0.2% | -1.3% | +1.1% | +4.3% |
| 6M | +34.2% | +3.1% | +31.1% | +32.0% |
| YTD | +126.0% | +10.9% | +115.0% | +91.1% |
| 1Y | +86.4% | +12.1% | +74.3% | +55.2% |
| 3Y | +331.1% | +73.9% | +257.2% | +46.9% |
| All | +251.9% | +57.9% | +194.0% | +76.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling