+7,765.4%
AMD vs VTV
+230.1%
+7,535.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.2% | -9.0% | -9.0% |
| 7D | +18.9% | +2.9% | +16.0% | +14.6% |
| 30D | -6.4% | +3.8% | -10.2% | -10.5% |
| 3M | +10.6% | +1.6% | +9.0% | +8.9% |
| 6M | +19.9% | +11.2% | +8.7% | +5.0% |
| YTD | +149.4% | +22.0% | +127.4% | +93.8% |
| 1Y | +115.4% | +24.9% | +90.5% | +62.0% |
| 3Y | +357.3% | +78.5% | +278.8% | +119.9% |
| 5Y | +261.1% | +77.8% | +183.4% | +82.2% |
| All | +7,765.4% | +230.1% | +7,535.3% | +2,175.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling