+25.3%
VTV vs AMDL
+540.4%
-515.2%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.0% | -6.4% | -0.4% |
| 7D | -0.7% | +29.0% | -29.6% | -1.2% |
| 30D | -0.5% | +19.1% | -19.6% | -0.9% |
| 3M | +5.3% | +1.8% | +3.5% | +4.6% |
| 6M | +12.9% | +374.4% | -361.5% | +8.3% |
| YTD | +18.5% | +278.9% | -260.4% | +13.5% |
| 1Y | +25.3% | +510.6% | -485.3% | +21.7% |
| All | +25.3% | +540.4% | -515.2% | +21.7% |
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