+87.1%
AMDL vs VLTO
+36.7%
+50.4%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.8% | +0.8% | +25.9% | +26.5% |
| 7D | +10.3% | +2.0% | +8.2% | +9.8% |
| 30D | -38.3% | +21.8% | -60.1% | -43.2% |
| 3M | -8.7% | +20.2% | -28.9% | -15.8% |
| 6M | -14.4% | +36.3% | -50.7% | -32.3% |
| YTD | +206.9% | +18.8% | +188.1% | +191.8% |
| 1Y | +144.4% | +20.4% | +124.0% | +122.6% |
| All | +87.1% | +36.7% | +50.4% | +44.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling