+300.9%
AMDL vs VYM
+8.3%
+292.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.4% | +9.6% | +11.2% |
| 7D | +4.5% | 0.0% | +4.6% | +4.3% |
| 30D | -4.4% | -0.5% | -3.9% | -2.5% |
| 3M | -30.5% | +3.0% | -33.5% | -39.6% |
| 6M | +300.9% | +8.2% | +292.7% | +189.0% |
| All | +300.9% | +8.3% | +292.6% | +189.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling