+264.6%
AMD vs VUG
+62.0%
+202.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.9% | -7.8% | -7.1% |
| 7D | +18.9% | +2.5% | +16.4% | +14.5% |
| 30D | -6.4% | -6.3% | -0.2% | +7.9% |
| 3M | +10.6% | -6.0% | +16.6% | +27.5% |
| 6M | +19.9% | -3.5% | +23.4% | +35.0% |
| YTD | +149.4% | +3.9% | +145.4% | +151.5% |
| 1Y | +115.4% | +5.1% | +110.3% | +113.8% |
| 3Y | +357.3% | +77.9% | +279.4% | +98.7% |
| All | +264.6% | +62.0% | +202.5% | +111.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling