+234.4%
AMD vs VTV
+25.5%
+208.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.4% | +3.7% |
| 7D | +14.0% | -0.7% | +14.7% | +15.3% |
| 30D | +11.0% | -0.5% | +11.5% | +11.8% |
| 3M | +9.6% | +5.3% | +4.3% | -1.8% |
| 6M | +157.1% | +12.9% | +144.2% | +106.6% |
| YTD | +143.3% | +18.5% | +124.9% | +86.5% |
| 1Y | +234.4% | +25.3% | +209.1% | +175.2% |
| All | +234.4% | +25.5% | +208.9% | +175.2% |
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