+199.0%
AMD vs VTV
+72.7%
+126.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.4% | +11.4% | +11.8% |
| 7D | -11.0% | -2.2% | -8.8% | -6.6% |
| 30D | -30.5% | +2.2% | -32.7% | -32.9% |
| 3M | -8.2% | +0.3% | -8.5% | -8.4% |
| 6M | +6.6% | +8.3% | -1.7% | -6.7% |
| YTD | +109.7% | +18.5% | +91.1% | +56.6% |
| 1Y | +88.9% | +23.0% | +65.9% | +31.7% |
| 3Y | +301.8% | +72.6% | +229.2% | +51.4% |
| All | +199.0% | +72.7% | +126.3% | +19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling