+1,315.3%
AMAT vs VEU
+147.4%
+1,167.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.8% | +8.6% | +6.6% |
| 7D | -1.1% | +0.8% | -1.8% | -1.6% |
| 30D | -26.9% | -1.6% | -25.3% | -24.0% |
| 3M | -31.2% | -4.2% | -27.0% | -25.2% |
| 6M | -14.7% | -1.5% | -13.2% | -9.1% |
| YTD | +44.7% | +11.7% | +33.0% | +26.7% |
| 1Y | +62.0% | +15.6% | +46.4% | +34.4% |
| 3Y | +165.0% | +71.7% | +93.2% | +18.6% |
| 5Y | +147.1% | +49.5% | +97.6% | +43.4% |
| 10Y | +1,315.3% | +145.6% | +1,169.6% | +375.4% |
| All | +1,315.3% | +147.4% | +1,167.8% | +375.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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