+373.4%
AMD vs VYM
+74.8%
+298.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.4% | +5.5% |
| 7D | +13.1% | -0.2% | +13.3% | +14.8% |
| 30D | -7.0% | +3.6% | -10.6% | -11.8% |
| 3M | +16.6% | -0.1% | +16.7% | +18.1% |
| 6M | +20.5% | +7.1% | +13.4% | +8.0% |
| YTD | +158.2% | +17.0% | +141.2% | +99.2% |
| 1Y | +132.8% | +19.0% | +113.8% | +74.6% |
| All | +373.4% | +74.8% | +298.6% | +115.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling