+62.5%
VSH vs AMDL
+62.4%
+0.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +22.3% | -16.6% | -1.5% |
| 7D | -12.9% | -26.2% | +13.3% | -6.1% |
| 30D | -36.9% | -57.1% | +20.2% | -20.1% |
| 3M | -28.8% | -29.8% | +1.1% | -23.5% |
| 6M | -30.3% | -22.2% | -8.1% | -27.1% |
| YTD | +62.4% | +142.1% | -79.8% | +30.1% |
| 1Y | +62.5% | +85.8% | -23.3% | +34.9% |
| All | +62.5% | +62.4% | +0.1% | +34.9% |
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