+8,042.9%
AMD vs VUG
+404.1%
+7,638.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.6% | +4.5% |
| 7D | +13.1% | -1.1% | +14.2% | +17.1% |
| 30D | -7.0% | -7.0% | 0.0% | +7.7% |
| 3M | +16.6% | -3.7% | +20.3% | +27.9% |
| 6M | +20.5% | -1.6% | +22.1% | +30.4% |
| YTD | +158.2% | +5.1% | +153.0% | +155.4% |
| 1Y | +132.8% | +3.8% | +129.0% | +135.9% |
| 3Y | +366.2% | +79.9% | +286.4% | +109.7% |
| 5Y | +278.7% | +66.4% | +212.3% | +107.0% |
| All | +8,042.9% | +404.1% | +7,638.7% | +477.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling