+20.7%
AMDL vs VT
+45.4%
-24.7%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.9% | -4.1% | -30.8% | -13.8% |
| 7D | -52.7% | -4.2% | -48.5% | -36.1% |
| 30D | -65.3% | -5.8% | -59.5% | -47.7% |
| 3M | -40.8% | -5.2% | -35.6% | -12.3% |
| 6M | -12.9% | +0.1% | -13.0% | +17.4% |
| YTD | +98.0% | +8.2% | +89.8% | +99.8% |
| 1Y | +30.1% | +10.1% | +20.0% | +25.0% |
| All | +20.7% | +45.4% | -24.7% | -56.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling