+95.5%
AMD vs VUG
+4.9%
+90.6%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | -2.7% |
| 7D | -15.5% | -3.0% | -12.5% | -8.6% |
| 30D | -22.6% | -6.4% | -16.2% | -8.4% |
| 3M | -5.7% | -3.2% | -2.5% | +3.4% |
| 6M | +43.1% | +3.1% | +40.0% | +40.4% |
| YTD | +128.2% | +6.3% | +121.9% | +116.1% |
| 1Y | +95.5% | +5.2% | +90.3% | +89.6% |
| All | +95.5% | +4.9% | +90.6% | +89.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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