+13.5%
VCIT vs AMDL
+95.0%
-81.5%
-4.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +9.2% | -9.2% | -0.1% |
| 7D | -0.3% | +4.5% | -4.9% | -0.4% |
| 30D | -0.8% | -4.4% | +3.6% | -0.8% |
| 3M | -1.0% | -30.5% | +29.5% | -1.0% |
| 6M | -1.8% | +300.9% | -302.7% | -2.8% |
| YTD | -0.7% | +219.9% | -220.6% | -1.7% |
| 1Y | +1.0% | +374.7% | -373.7% | -0.4% |
| All | +13.5% | +95.0% | -81.5% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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