+137.7%
AMDL vs VLTO
+21.9%
+115.8%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | +0.6% | -18.2% | -16.9% |
| 7D | +37.2% | +1.0% | +36.2% | +38.7% |
| 30D | -24.0% | +17.5% | -41.5% | -7.5% |
| 3M | -1.0% | +21.4% | -22.4% | +24.3% |
| 6M | -3.2% | +38.1% | -41.3% | +24.7% |
| YTD | +232.2% | +19.0% | +213.2% | +365.9% |
| 1Y | +137.7% | +20.7% | +117.1% | +243.1% |
| All | +137.7% | +21.9% | +115.8% | +243.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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