+145.7%
AMDL vs VO
+40.4%
+105.3%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.9% | +12.7% | +15.5% |
| 7D | +103.5% | +2.9% | +100.6% | +83.6% |
| 30D | -18.3% | +1.0% | -19.3% | -14.9% |
| 3M | +20.1% | -1.7% | +21.8% | +39.9% |
| 6M | +15.9% | +6.7% | +9.2% | +5.7% |
| YTD | +303.0% | +14.0% | +289.0% | +199.0% |
| 1Y | +164.0% | +13.7% | +150.3% | +98.8% |
| All | +145.7% | +40.4% | +105.3% | -4.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling