+95.5%
AMD vs VYM
+21.8%
+73.7%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | -1.3% |
| 7D | -15.5% | +1.2% | -16.7% | -17.3% |
| 30D | -22.6% | +5.2% | -27.9% | -30.1% |
| 3M | -5.7% | +0.5% | -6.3% | -6.5% |
| 6M | +43.1% | +7.7% | +35.4% | +23.7% |
| YTD | +128.2% | +17.2% | +111.0% | +70.1% |
| 1Y | +95.5% | +21.7% | +73.8% | +33.0% |
| All | +95.5% | +21.8% | +73.7% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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