+198.2%
AMDW vs VT
+17.3%
+180.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +0.2% | +13.5% | +12.9% |
| 7D | -14.3% | -2.3% | -12.0% | -4.6% |
| 30D | -36.7% | -5.0% | -31.8% | -21.1% |
| 3M | -13.1% | -4.9% | -8.3% | +8.2% |
| 6M | +1.9% | -1.5% | +3.4% | +18.5% |
| YTD | +122.1% | +8.5% | +113.6% | +104.0% |
| 1Y | +93.0% | +11.4% | +81.6% | +64.9% |
| All | +198.2% | +17.3% | +180.9% | +139.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling