+117.8%
AMDL vs VIG
+39.3%
+78.5%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.8% | +12.5% | +14.9% |
| 7D | +19.9% | -0.4% | +20.4% | +21.2% |
| 30D | +6.3% | -2.1% | +8.3% | +14.5% |
| 3M | -9.9% | +3.3% | -13.2% | -21.4% |
| 6M | +394.3% | +9.3% | +385.0% | +259.3% |
| YTD | +257.3% | +10.1% | +247.2% | +152.3% |
| 1Y | +508.5% | +14.7% | +493.8% | +274.9% |
| All | +117.8% | +39.3% | +78.5% | -35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling