+375.2%
AMDG vs VT
+27.8%
+347.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.2% | +0.2% | +22.9% | +21.9% |
| 7D | -25.7% | -2.3% | -23.3% | -9.7% |
| 30D | -57.1% | -5.0% | -52.2% | -37.2% |
| 3M | -30.2% | -4.9% | -25.4% | +3.0% |
| 6M | -22.2% | -1.5% | -20.7% | +12.0% |
| YTD | +141.3% | +8.5% | +132.8% | +143.0% |
| 1Y | +84.9% | +11.4% | +73.5% | +69.1% |
| All | +375.2% | +27.8% | +347.4% | +150.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling