+508.5%
AMDL vs VIG
+14.9%
+493.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.8% | +12.5% | +15.2% |
| 7D | +19.9% | -0.4% | +20.4% | +21.2% |
| 30D | +6.3% | -2.1% | +8.3% | +15.4% |
| 3M | -9.9% | +3.3% | -13.2% | -23.7% |
| 6M | +394.3% | +9.3% | +385.0% | +248.3% |
| YTD | +257.3% | +10.1% | +247.2% | +143.2% |
| 1Y | +508.5% | +14.7% | +493.8% | +345.8% |
| All | +508.5% | +14.9% | +493.7% | +345.8% |
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