+227.3%
AMDW vs VT
+24.7%
+202.6%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | +3.1% | +0.4% | +2.6% | +1.4% |
| 30D | -1.5% | +1.0% | -2.4% | -4.9% |
| 3M | -12.5% | +2.4% | -14.8% | -16.4% |
| 6M | +168.7% | +12.0% | +156.7% | +106.9% |
| YTD | +146.5% | +15.3% | +131.1% | +74.8% |
| 1Y | +234.7% | +22.6% | +212.2% | +114.7% |
| All | +227.3% | +24.7% | +202.6% | +104.2% |
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 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