+201.1%
AMDY vs VT
+77.1%
+124.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.1% | +4.1% |
| 7D | +2.8% | +0.4% | +2.3% | +1.8% |
| 30D | -1.3% | +1.0% | -2.3% | -3.3% |
| 3M | -8.8% | +2.4% | -11.2% | -11.5% |
| 6M | +107.2% | +12.0% | +95.2% | +72.3% |
| YTD | +86.7% | +15.3% | +71.3% | +47.7% |
| 1Y | +139.5% | +22.6% | +116.9% | +71.1% |
| All | +201.1% | +77.1% | +124.0% | +19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling