+641.3%
AMDG price history and return analytics
+34.3%
+607.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.6% | +6.6% | +9.3% |
| 7D | +28.6% | -0.1% | +28.7% | +28.5% |
| 30D | +18.8% | -0.7% | +19.5% | +22.5% |
| 3M | +2.0% | +4.0% | -2.0% | -8.0% |
| 6M | +374.4% | +12.3% | +362.1% | +233.4% |
| YTD | +276.3% | +14.0% | +262.3% | +155.5% |
| 1Y | +501.9% | +20.3% | +481.6% | +240.9% |
| All | +641.3% | +34.3% | +607.0% | +163.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling