+8,077.9%
AMD vs VUG
+390.7%
+7,687.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +2.0% | +12.7% | +11.4% |
| 7D | +6.5% | -1.2% | +7.7% | +10.3% |
| 30D | -15.3% | -8.9% | -6.4% | +1.3% |
| 3M | +9.7% | -5.9% | +15.6% | +24.9% |
| 6M | +13.2% | -3.3% | +16.5% | +25.8% |
| YTD | +140.6% | +3.4% | +137.2% | +144.3% |
| 1Y | +111.2% | +1.9% | +109.3% | +120.2% |
| 3Y | +334.4% | +76.9% | +257.5% | +100.7% |
| 5Y | +268.3% | +63.9% | +204.5% | +106.3% |
| 10Y | +8,077.9% | +396.2% | +7,681.7% | +531.3% |
| All | +8,077.9% | +390.7% | +7,687.3% | +531.3% |
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