+528.2%
AMDG vs VT
+35.9%
+492.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | 0.0% | +9.5% | +9.6% |
| 7D | +4.6% | +0.4% | +4.1% | +2.0% |
| 30D | -5.2% | +1.0% | -6.2% | -9.9% |
| 3M | -30.3% | +2.4% | -32.7% | -30.4% |
| 6M | +301.5% | +12.0% | +289.5% | +187.1% |
| YTD | +218.9% | +15.3% | +203.6% | +105.3% |
| 1Y | +369.0% | +22.6% | +346.4% | +143.6% |
| All | +528.2% | +35.9% | +492.3% | +111.9% |
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