+1,988.9%
AMAT vs VEA
+149.5%
+1,839.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.7% |
| 7D | -14.7% | -2.2% | -12.5% | -12.3% |
| 30D | -36.1% | -3.4% | -32.7% | -33.3% |
| 3M | -36.9% | -5.6% | -31.2% | -32.3% |
| 6M | -22.2% | -3.4% | -18.7% | -16.9% |
| YTD | +29.9% | +9.7% | +20.2% | +22.0% |
| 1Y | +43.3% | +15.4% | +27.9% | +27.7% |
| 3Y | +142.7% | +68.5% | +74.1% | +48.3% |
| 5Y | +126.2% | +49.6% | +76.6% | +61.6% |
| 10Y | +1,211.7% | +154.3% | +1,057.4% | +519.4% |
| All | +1,988.9% | +149.5% | +1,839.4% | +788.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling