+3,367.1%
AMD vs VUG
+1,182.3%
+2,184.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +2.0% | +12.7% | +11.5% |
| 7D | +6.5% | -1.2% | +7.7% | +10.2% |
| 30D | -15.3% | -8.9% | -6.4% | +0.7% |
| 3M | +9.7% | -5.9% | +15.6% | +24.4% |
| 6M | +13.2% | -3.3% | +16.5% | +25.5% |
| YTD | +140.6% | +3.4% | +137.2% | +144.2% |
| 1Y | +111.2% | +1.9% | +109.3% | +120.1% |
| 3Y | +334.4% | +76.9% | +257.5% | +103.8% |
| 5Y | +268.3% | +63.9% | +204.5% | +110.0% |
| 10Y | +8,077.9% | +396.2% | +7,681.7% | +827.1% |
| All | +3,367.1% | +1,182.3% | +2,184.8% | +5.0% |
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 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