+8,077.9%
AMD vs VTV
+229.0%
+7,848.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +2.1% | +12.6% | +11.8% |
| 7D | +6.5% | 0.0% | +6.4% | +7.4% |
| 30D | -15.3% | +3.2% | -18.5% | -18.3% |
| 3M | +9.7% | +1.7% | +8.1% | +8.0% |
| 6M | +13.2% | +11.0% | +2.2% | -0.6% |
| YTD | +140.6% | +21.0% | +119.6% | +89.1% |
| 1Y | +111.2% | +24.3% | +86.9% | +60.2% |
| 3Y | +334.4% | +76.9% | +257.5% | +111.5% |
| 5Y | +268.3% | +76.9% | +191.4% | +87.3% |
| 10Y | +8,077.9% | +227.8% | +7,850.1% | +2,357.6% |
| All | +8,077.9% | +229.0% | +7,848.9% | +2,357.6% |
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