+47.6%
AMDL vs VIG
+41.7%
+5.9%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | -0.4% | +22.7% | +23.8% |
| 7D | -26.2% | -1.8% | -24.4% | -16.6% |
| 30D | -57.1% | +2.7% | -59.8% | -59.9% |
| 3M | -29.8% | 0.0% | -29.8% | -27.4% |
| 6M | -22.2% | +6.8% | -29.0% | -36.5% |
| YTD | +142.1% | +12.1% | +130.1% | +66.7% |
| 1Y | +85.8% | +14.8% | +71.0% | +17.2% |
| All | +47.6% | +41.7% | +5.9% | -57.3% |
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