+1,665.8%
AMAT vs VGT
+788.0%
+877.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.2% |
| 7D | +7.0% | +1.8% | +5.2% | +4.4% |
| 30D | -12.2% | -0.3% | -11.9% | -11.9% |
| 3M | -3.8% | +3.4% | -7.2% | -5.9% |
| 6M | +45.9% | +35.0% | +10.9% | +1.1% |
| YTD | +84.6% | +28.8% | +55.9% | +36.9% |
| 1Y | +193.4% | +38.0% | +155.4% | +99.8% |
| 3Y | +228.1% | +125.8% | +102.3% | +19.3% |
| 5Y | +268.9% | +134.7% | +134.2% | +31.4% |
| 10Y | +1,665.8% | +792.6% | +873.2% | +0.6% |
| All | +1,665.8% | +788.0% | +877.8% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 10y: compounded portfolio wealth divided by compounded VGT 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…
10y analysis · Full analysis span regression · 6 months rolling