+115.6%
AMDL vs VTEB
+3.5%
+112.1%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -6.0% | -4.9% |
| 7D | +20.7% | -1.2% | +21.9% | +24.3% |
| 30D | +9.4% | -2.9% | +12.3% | +17.2% |
| 3M | +5.6% | -3.2% | +8.8% | +14.3% |
| 6M | +340.3% | -2.6% | +342.9% | +371.4% |
| YTD | +253.6% | -1.8% | +255.5% | +276.0% |
| 1Y | +443.4% | +0.2% | +443.2% | +464.8% |
| All | +115.6% | +3.5% | +112.1% | +95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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