+109.1%
AMDL vs VIG
+19.5%
+89.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.4% | -6.8% |
| 7D | -30.7% | +2.7% | -33.5% | -38.1% |
| 30D | -43.8% | +7.0% | -50.8% | -58.3% |
| 3M | -24.5% | +4.0% | -28.5% | -37.3% |
| 6M | +44.7% | +12.3% | +32.4% | -11.6% |
| YTD | +204.0% | +16.4% | +187.6% | +61.6% |
| 1Y | +109.1% | +19.2% | +89.8% | -1.7% |
| All | +109.1% | +19.5% | +89.5% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling