+13.8%
VRT vs AMDL
+108.7%
-94.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +1.7% | -14.6% | -13.3% |
| 7D | -15.4% | -30.7% | +15.3% | -7.9% |
| 30D | -19.0% | -43.8% | +24.8% | -7.7% |
| 3M | -23.8% | -24.5% | +0.7% | -20.9% |
| 6M | -37.9% | +44.7% | -82.6% | -47.2% |
| YTD | +27.0% | +204.0% | -177.0% | -20.2% |
| 1Y | +13.8% | +109.1% | -95.3% | -22.9% |
| All | +13.8% | +108.7% | -94.9% | -22.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling