+337.5%
AMD vs VTV
+80.3%
+257.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +96.1% |
| YTD | +123.0% | +19.8% | +103.2% | +63.3% |
| 1Y | +195.2% | +26.2% | +168.9% | +96.9% |
| 3Y | +336.3% | +68.5% | +267.9% | +75.1% |
| All | +337.5% | +80.3% | +257.2% | +68.9% |
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