+153.2%
AMAT vs VEU
+48.7%
+104.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -2.0% |
| 7D | +19.3% | +2.4% | +17.0% | +14.9% |
| 30D | -17.9% | -2.0% | -15.9% | -13.9% |
| 3M | -30.4% | -5.1% | -25.3% | -22.7% |
| 6M | -11.4% | -0.7% | -10.7% | -6.6% |
| YTD | +48.8% | +11.0% | +37.8% | +31.4% |
| 1Y | +66.0% | +12.4% | +53.6% | +44.0% |
| 3Y | +158.8% | +69.8% | +89.0% | +16.1% |
| 5Y | +153.2% | +48.2% | +105.0% | +55.0% |
| All | +153.2% | +48.7% | +104.5% | +55.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling