+195.2%
AMD vs VTV
+27.0%
+168.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.2% | +4.9% | +5.2% |
| 7D | +2.6% | +0.5% | +2.1% | +1.4% |
| 30D | -0.9% | +1.1% | -2.0% | -3.4% |
| 3M | -8.7% | +5.9% | -14.6% | -18.9% |
| 6M | +136.3% | +11.6% | +124.7% | +91.2% |
| YTD | +123.0% | +19.8% | +103.2% | +65.9% |
| 1Y | +195.2% | +26.2% | +168.9% | +115.0% |
| All | +195.2% | +27.0% | +168.2% | +115.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling