+1,315.3%
AMAT vs VGT
+732.2%
+583.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +3.2% | +8.2% | +7.0% |
| 7D | -1.1% | -1.6% | +0.6% | +2.1% |
| 30D | -26.9% | -12.5% | -14.4% | -11.2% |
| 3M | -31.2% | -7.7% | -23.5% | -22.1% |
| 6M | -14.7% | -0.2% | -14.5% | -10.6% |
| YTD | +44.7% | +19.3% | +25.5% | +21.0% |
| 1Y | +62.0% | +18.2% | +43.8% | +37.3% |
| 3Y | +165.0% | +109.6% | +55.3% | +8.4% |
| 5Y | +147.1% | +105.5% | +41.6% | +6.8% |
| 10Y | +1,315.3% | +716.4% | +598.9% | -8.7% |
| All | +1,315.3% | +732.2% | +583.0% | -8.7% |
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