+508.5%
AMDL vs VO
+14.5%
+494.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.6% | +12.2% | +14.3% |
| 7D | +19.9% | +0.6% | +19.3% | +15.7% |
| 30D | +6.3% | -1.1% | +7.3% | +11.7% |
| 3M | -9.9% | +4.5% | -14.4% | -22.3% |
| 6M | +394.3% | +11.1% | +383.2% | +261.3% |
| YTD | +257.3% | +13.5% | +243.8% | +145.5% |
| 1Y | +508.5% | +14.5% | +494.1% | +382.6% |
| All | +508.5% | +14.5% | +494.1% | +382.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling