+95.0%
AMDL vs VT
+54.9%
+40.1%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | 0.0% | +9.2% | +9.3% |
| 7D | +4.5% | +0.4% | +4.1% | +2.0% |
| 30D | -4.4% | +1.0% | -5.4% | -8.9% |
| 3M | -30.5% | +2.4% | -32.9% | -30.3% |
| 6M | +300.9% | +12.0% | +288.9% | +187.9% |
| YTD | +219.9% | +15.3% | +204.6% | +107.4% |
| 1Y | +374.7% | +22.6% | +352.1% | +148.3% |
| All | +95.0% | +54.9% | +40.1% | -55.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling