+1,321.9%
AMAT vs VEA
+161.1%
+1,160.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.8% | -2.8% |
| 7D | +11.4% | +2.3% | +9.1% | +7.8% |
| 30D | -17.0% | +0.2% | -17.2% | -16.4% |
| 3M | -30.6% | -5.3% | -25.3% | -23.4% |
| 6M | -14.9% | -0.9% | -14.0% | -10.5% |
| YTD | +44.7% | +12.2% | +32.5% | +26.0% |
| 1Y | +66.9% | +16.1% | +50.8% | +38.1% |
| 3Y | +153.3% | +73.0% | +80.3% | +13.9% |
| 5Y | +146.2% | +53.7% | +92.5% | +37.9% |
| All | +1,321.9% | +161.1% | +1,160.8% | +336.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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