+285.8%
AMDG vs VT
+27.5%
+258.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.9% | -4.1% | -30.8% | -13.0% |
| 7D | -52.9% | -4.2% | -48.7% | -35.6% |
| 30D | -65.5% | -5.8% | -59.7% | -47.3% |
| 3M | -41.8% | -5.2% | -36.5% | -12.5% |
| 6M | -13.4% | +0.1% | -13.6% | +17.5% |
| YTD | +95.9% | +8.2% | +87.6% | +99.3% |
| 1Y | +28.5% | +10.1% | +18.4% | +24.4% |
| All | +285.8% | +27.5% | +258.3% | +105.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling