+61.2%
AMDY vs VT
+10.5%
+50.7%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.2% | +10.7% | +10.3% |
| 7D | -10.7% | -2.3% | -8.4% | -3.4% |
| 30D | -27.9% | -5.0% | -23.0% | -15.6% |
| 3M | -8.1% | -4.9% | -3.2% | +7.4% |
| 6M | +2.4% | -1.5% | +3.9% | +12.5% |
| YTD | +75.6% | +8.5% | +67.2% | +63.4% |
| 1Y | +61.2% | +11.4% | +49.8% | +40.9% |
| All | +61.2% | +10.5% | +50.7% | +40.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling