+85.3%
AMDL vs VT
+51.5%
+33.8%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | -7.0% |
| 7D | -30.7% | -0.3% | -30.4% | -28.5% |
| 30D | -43.8% | -1.4% | -42.3% | -37.0% |
| 3M | -24.5% | -1.4% | -23.1% | -14.5% |
| 6M | +44.7% | +5.5% | +39.2% | +40.9% |
| YTD | +204.0% | +12.8% | +191.2% | +131.9% |
| 1Y | +109.1% | +15.4% | +93.6% | +48.2% |
| All | +85.3% | +51.5% | +33.8% | -49.7% |
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 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