+6.8%
VRT vs AMDL
+127.5%
-120.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +26.8% | -17.1% | +2.6% |
| 7D | -10.6% | +10.3% | -20.9% | -14.6% |
| 30D | -17.4% | -38.3% | +20.8% | -9.9% |
| 3M | -26.4% | -8.7% | -17.7% | -28.0% |
| 6M | -41.0% | -14.4% | -26.6% | -43.5% |
| YTD | +23.8% | +206.9% | -183.1% | -23.0% |
| All | +6.8% | +127.5% | -120.7% | -30.4% |
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 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