+85.8%
AMDL vs VT
+10.5%
+75.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +0.2% | +22.0% | +20.8% |
| 7D | -26.2% | -2.3% | -23.9% | -7.8% |
| 30D | -57.1% | -5.0% | -52.1% | -33.5% |
| 3M | -29.8% | -4.9% | -25.0% | +9.2% |
| 6M | -22.2% | -1.5% | -20.7% | +15.3% |
| YTD | +142.1% | +8.5% | +133.6% | +151.2% |
| 1Y | +85.8% | +11.4% | +74.5% | +69.2% |
| All | +85.8% | +10.5% | +75.3% | +69.2% |
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