+374.7%
AMDL vs VIG
+16.9%
+357.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.5% | +9.7% | +11.3% |
| 7D | +4.5% | -0.4% | +5.0% | +6.4% |
| 30D | -4.4% | -1.0% | -3.4% | -1.2% |
| 3M | -30.5% | +2.8% | -33.3% | -38.3% |
| 6M | +300.9% | +8.2% | +292.7% | +196.3% |
| YTD | +219.9% | +11.0% | +208.9% | +111.3% |
| 1Y | +374.7% | +16.1% | +358.6% | +211.0% |
| All | +374.7% | +16.9% | +357.9% | +211.0% |
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