+376.7%
AMD vs VYM
+66.8%
+309.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.4% | +6.3% | +6.7% |
| 7D | +10.0% | +0.1% | +9.9% | +9.7% |
| 30D | +4.6% | -1.3% | +5.9% | +6.9% |
| 3M | +3.1% | +4.1% | -0.9% | -4.0% |
| 6M | +162.8% | +9.8% | +153.0% | +124.8% |
| YTD | +136.2% | +15.3% | +120.8% | +85.9% |
| 1Y | +234.0% | +20.0% | +214.0% | +146.0% |
| 3Y | +376.7% | +66.2% | +310.5% | +131.2% |
| All | +376.7% | +66.8% | +309.9% | +131.2% |
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