+52.3%
VTV vs AMDL
+92.1%
-39.8%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.5% | 0.0% |
| 7D | 0.0% | +5.4% | -5.4% | -0.6% |
| 30D | +3.2% | -36.6% | +39.8% | +4.2% |
| 3M | +1.7% | -1.0% | +2.6% | +0.4% |
| 6M | +11.0% | -12.1% | +23.1% | +8.7% |
| YTD | +21.0% | +215.1% | -194.1% | +9.3% |
| 1Y | +24.3% | +130.4% | -106.1% | +13.7% |
| All | +52.3% | +92.1% | -39.8% | +26.9% |
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 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