+60.4%
AMGN vs VG
+14.1%
+46.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.1% | -1.6% |
| 7D | +1.1% | +1.7% | -0.6% | +1.2% |
| 30D | +7.8% | +16.0% | -8.2% | +8.6% |
| 3M | +27.3% | +9.7% | +17.5% | +28.1% |
| 6M | +16.8% | +29.6% | -12.7% | +17.9% |
| YTD | +36.3% | +112.0% | -75.7% | +36.9% |
| 1Y | +60.4% | +12.8% | +47.6% | +63.8% |
| All | +60.4% | +14.1% | +46.3% | +63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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