+153.3%
AMAT vs VEA
+74.1%
+79.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.8% | -2.8% |
| 7D | +11.4% | +2.3% | +9.1% | +7.3% |
| 30D | -17.0% | +0.2% | -17.2% | -16.4% |
| 3M | -30.6% | -5.3% | -25.3% | -22.7% |
| 6M | -14.9% | -0.9% | -14.0% | -10.3% |
| YTD | +44.7% | +12.2% | +32.5% | +25.9% |
| 1Y | +66.9% | +16.1% | +50.8% | +37.8% |
| 3Y | +153.3% | +73.0% | +80.3% | +23.4% |
| All | +153.3% | +74.1% | +79.2% | +23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling