+348.0%
AMD vs VTV
+70.8%
+277.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.2% | +4.9% | +5.1% |
| 7D | +2.6% | +0.5% | +2.1% | +1.6% |
| 30D | -0.9% | +1.1% | -2.0% | -3.0% |
| 3M | -8.7% | +5.9% | -14.6% | -17.3% |
| 6M | +136.3% | +11.6% | +124.7% | +96.5% |
| YTD | +123.0% | +19.8% | +103.2% | +64.6% |
| 1Y | +195.2% | +26.2% | +168.9% | +99.2% |
| All | +348.0% | +70.8% | +277.2% | +98.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling