+115.6%
AMDL vs ITOT
+50.6%
+65.0%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.0% | -3.7% |
| 7D | +20.7% | -2.0% | +22.7% | +31.9% |
| 30D | +9.4% | -2.0% | +11.4% | +19.1% |
| 3M | +5.6% | +4.5% | +1.1% | -7.1% |
| 6M | +340.3% | +12.6% | +327.6% | +212.0% |
| YTD | +253.6% | +12.0% | +241.6% | +166.0% |
| 1Y | +443.4% | +17.3% | +426.1% | +260.5% |
| All | +115.6% | +50.6% | +65.0% | -37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling