+216.4%
AMDY price history and return analytics
+76.2%
+140.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +6.1% |
| 7D | +8.6% | +1.0% | +7.6% | +6.3% |
| 30D | +3.6% | -0.2% | +3.9% | +4.1% |
| 3M | +1.8% | +4.5% | -2.7% | -5.5% |
| 6M | +126.1% | +14.1% | +112.0% | +81.8% |
| YTD | +96.2% | +14.8% | +81.4% | +56.7% |
| 1Y | +167.3% | +21.2% | +146.1% | +95.1% |
| All | +216.4% | +76.2% | +140.2% | +27.1% |
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