+203.0%
AMAT vs VEU
+75.1%
+127.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.5% | +3.8% | +3.3% |
| 7D | -1.5% | +1.1% | -2.7% | -3.6% |
| 30D | -14.8% | +2.2% | -17.0% | -18.1% |
| 3M | -9.3% | +3.0% | -12.3% | -12.0% |
| 6M | +27.4% | +10.9% | +16.5% | +9.8% |
| YTD | +77.6% | +18.2% | +59.4% | +38.1% |
| 1Y | +188.9% | +28.3% | +160.7% | +97.7% |
| All | +203.0% | +75.1% | +127.9% | +32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling