+3,113.8%
AMD vs VUG
+1,251.8%
+1,862.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.5% | +5.2% | +5.5% |
| 7D | +2.6% | -0.1% | +2.7% | +2.7% |
| 30D | -0.9% | -0.3% | -0.6% | -0.6% |
| 3M | -8.7% | -0.7% | -8.0% | -6.0% |
| 6M | +136.3% | +14.6% | +121.7% | +96.9% |
| YTD | +123.0% | +9.0% | +114.0% | +102.0% |
| 1Y | +195.2% | +14.9% | +180.3% | +149.8% |
| 3Y | +336.3% | +86.0% | +250.3% | +84.2% |
| 5Y | +334.5% | +76.7% | +257.8% | +114.3% |
| 10Y | +6,259.1% | +411.3% | +5,847.8% | +569.4% |
| All | +3,113.8% | +1,251.8% | +1,862.0% | -13.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling