+102.5%
AMDL vs VO
+40.4%
+62.1%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.6% | 0.0% | -17.6% | -17.6% |
| 7D | +37.2% | +3.1% | +34.1% | +23.1% |
| 30D | -24.0% | +2.2% | -26.2% | -24.8% |
| 3M | -1.0% | -2.5% | +1.5% | +19.1% |
| 6M | -3.2% | +7.0% | -10.2% | -12.6% |
| YTD | +232.2% | +14.0% | +218.2% | +146.3% |
| 1Y | +137.7% | +15.6% | +122.1% | +67.5% |
| All | +102.5% | +40.4% | +62.1% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling