+109.1%
AMDL vs VT
+15.2%
+93.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | -8.9% |
| 7D | -30.7% | -0.3% | -30.4% | -28.1% |
| 30D | -43.8% | -1.4% | -42.3% | -35.7% |
| 3M | -24.5% | -1.4% | -23.1% | -13.0% |
| 6M | +44.7% | +5.5% | +39.2% | +37.8% |
| YTD | +204.0% | +12.8% | +191.2% | +123.7% |
| 1Y | +109.1% | +15.4% | +93.6% | +36.8% |
| All | +109.1% | +15.2% | +93.9% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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