+108.5%
AMD vs VUG
+3.5%
+105.0%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | +2.8% | +10.5% | +6.3% |
| 7D | +8.9% | +0.5% | +8.4% | +9.7% |
| 30D | -16.4% | -8.2% | -8.2% | +5.4% |
| 3M | +5.2% | -5.4% | +10.7% | +24.3% |
| 6M | +11.7% | -2.5% | +14.3% | +25.4% |
| YTD | +137.5% | +4.2% | +133.3% | +139.4% |
| All | +108.5% | +3.5% | +105.0% | +115.3% |
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 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