+146.8%
AMAT vs VG
-39.3%
+186.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.3% |
| 7D | -1.5% | +1.7% | -3.2% | -1.6% |
| 30D | -14.8% | +16.0% | -30.8% | -15.7% |
| 3M | -9.3% | +9.7% | -19.0% | -10.1% |
| 6M | +27.4% | +29.6% | -2.2% | +20.9% |
| YTD | +77.6% | +112.0% | -34.5% | +54.2% |
| 1Y | +188.9% | +12.8% | +176.1% | +177.5% |
| All | +146.8% | -39.3% | +186.1% | +136.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling