+135.1%
AMDG price history and return analytics
+11.9%
+123.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -0.3% | -17.2% | -15.6% |
| 7D | +36.3% | +2.4% | +34.0% | +20.4% |
| 30D | -24.2% | -1.5% | -22.7% | -4.2% |
| 3M | -1.6% | -4.1% | +2.6% | +49.2% |
| 6M | -3.4% | +0.6% | -4.0% | +27.0% |
| YTD | +228.9% | +11.0% | +217.9% | +202.6% |
| 1Y | +135.1% | +13.3% | +121.8% | +94.9% |
| All | +135.1% | +11.9% | +123.2% | +94.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling