+2,754.9%
AMAT vs VEA
+170.4%
+2,584.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.4% | +3.9% | +3.8% |
| 7D | -1.5% | +1.0% | -2.5% | -2.5% |
| 30D | -14.8% | +1.9% | -16.7% | -16.5% |
| 3M | -9.3% | +3.2% | -12.5% | -10.7% |
| 6M | +27.4% | +10.2% | +17.2% | +17.4% |
| YTD | +77.6% | +18.9% | +58.7% | +51.7% |
| 1Y | +188.9% | +29.3% | +159.6% | +126.6% |
| 3Y | +202.3% | +76.8% | +125.5% | +73.8% |
| 5Y | +248.9% | +61.2% | +187.7% | +128.6% |
| 10Y | +1,585.2% | +163.3% | +1,421.9% | +652.5% |
| All | +2,754.9% | +170.4% | +2,584.5% | +1,004.3% |
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