+2,621.4%
AMD vs VUG
+1,145.8%
+1,475.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -5.5% | -11.8% | -8.6% |
| 7D | -28.6% | -7.1% | -21.5% | -18.4% |
| 30D | -37.7% | -12.1% | -25.6% | -22.0% |
| 3M | -16.1% | -8.1% | -8.0% | -1.7% |
| 6M | +13.8% | -3.2% | +17.0% | +26.2% |
| YTD | +88.8% | +0.5% | +88.4% | +99.8% |
| 1Y | +57.8% | -0.7% | +58.4% | +70.8% |
| 3Y | +260.3% | +77.1% | +183.1% | +68.2% |
| 5Y | +196.6% | +56.2% | +140.4% | +81.7% |
| 10Y | +6,064.6% | +394.1% | +5,670.6% | +603.0% |
| All | +2,621.4% | +1,145.8% | +1,475.6% | -14.1% |
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