+33.3%
AMAT vs VG
+45.2%
-11.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -4.0% | -9.6% | -13.8% |
| 7D | -24.3% | -22.0% | -2.3% | -25.6% |
| 30D | -39.8% | -14.7% | -25.1% | -40.3% |
| 3M | -40.2% | -7.1% | -33.1% | -40.0% |
| 6M | -22.1% | -11.2% | -10.9% | -21.5% |
| YTD | +24.7% | +69.8% | -45.2% | +22.1% |
| 1Y | +33.3% | +49.9% | -16.6% | +33.6% |
| All | +33.3% | +45.2% | -11.9% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling