+499.5%
AMDL vs VYM
+18.4%
+481.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.2% | +2.1% |
| 7D | +15.9% | -0.8% | +16.7% | +19.7% |
| 30D | +10.5% | -2.2% | +12.7% | +21.0% |
| 3M | -4.7% | +3.1% | -7.8% | -16.6% |
| 6M | +355.2% | +9.7% | +345.5% | +230.9% |
| YTD | +270.9% | +14.9% | +256.0% | +134.3% |
| 1Y | +499.5% | +17.6% | +481.9% | +255.7% |
| All | +499.5% | +18.4% | +481.0% | +255.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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