+261.8%
AMDW price history and return analytics
+23.3%
+238.5%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.2% | +5.8% |
| 7D | +16.8% | -0.1% | +16.9% | +16.9% |
| 30D | +12.3% | -0.7% | +13.0% | +14.7% |
| 3M | +9.6% | +4.0% | +5.6% | -1.3% |
| 6M | +196.0% | +12.3% | +183.8% | +126.1% |
| YTD | +172.5% | +14.0% | +158.4% | +100.5% |
| 1Y | +286.0% | +20.3% | +265.7% | +160.3% |
| All | +261.8% | +23.3% | +238.5% | +134.4% |
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