+8,732.2%
AMD vs VTV
+227.6%
+8,504.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.4% | +3.5% |
| 7D | +14.0% | -0.7% | +14.7% | +14.9% |
| 30D | +11.0% | -0.5% | +11.5% | +11.6% |
| 3M | +9.6% | +5.3% | +4.3% | +2.3% |
| 6M | +157.1% | +12.9% | +144.2% | +120.2% |
| YTD | +143.3% | +18.5% | +124.9% | +95.5% |
| 1Y | +234.4% | +25.3% | +209.1% | +149.3% |
| 3Y | +391.2% | +68.2% | +323.0% | +154.2% |
| 5Y | +390.9% | +80.6% | +310.3% | +143.3% |
| 10Y | +8,732.2% | +232.9% | +8,499.3% | +2,009.8% |
| All | +8,732.2% | +227.6% | +8,504.6% | +2,009.8% |
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