+3,253.9%
AMAT vs VEU
+192.1%
+3,061.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.5% | +3.8% | +3.7% |
| 7D | -1.5% | +1.1% | -2.7% | -2.7% |
| 30D | -14.8% | +2.2% | -17.0% | -16.7% |
| 3M | -9.3% | +3.0% | -12.3% | -10.4% |
| 6M | +27.4% | +10.9% | +16.5% | +16.9% |
| YTD | +77.6% | +18.2% | +59.4% | +52.9% |
| 1Y | +188.9% | +28.3% | +160.7% | +129.3% |
| 3Y | +202.3% | +74.6% | +127.7% | +77.5% |
| 5Y | +248.9% | +56.4% | +192.5% | +138.0% |
| 10Y | +1,585.2% | +153.0% | +1,432.2% | +699.9% |
| All | +3,253.9% | +192.1% | +3,061.8% | +1,198.4% |
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