+2,354.1%
AMAT vs VEU
+168.5%
+2,185.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.0% |
| 7D | -14.7% | -1.6% | -13.1% | -12.9% |
| 30D | -36.1% | -4.3% | -31.8% | -32.5% |
| 3M | -36.9% | -5.8% | -31.0% | -32.0% |
| 6M | -22.2% | -4.4% | -17.8% | -15.9% |
| YTD | +29.9% | +8.7% | +21.3% | +23.6% |
| 1Y | +43.3% | +12.6% | +30.6% | +31.4% |
| 3Y | +142.7% | +65.2% | +77.4% | +52.8% |
| 5Y | +126.2% | +45.5% | +80.7% | +68.1% |
| 10Y | +1,211.7% | +142.7% | +1,069.0% | +563.5% |
| All | +2,354.1% | +168.5% | +2,185.6% | +949.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling