+43.3%
AMAT vs VG
+48.6%
-5.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.1% | +4.2% |
| 7D | -14.7% | -22.0% | +7.3% | -16.2% |
| 30D | -36.1% | -11.6% | -24.4% | -36.5% |
| 3M | -36.9% | -14.9% | -22.0% | -37.2% |
| 6M | -22.2% | -3.5% | -18.7% | -21.1% |
| YTD | +29.9% | +70.0% | -40.0% | +27.5% |
| 1Y | +43.3% | +50.0% | -6.7% | +44.0% |
| All | +43.3% | +48.6% | -5.4% | +44.0% |
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