+193.4%
AMAT vs VGT
+38.4%
+154.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.3% |
| 7D | +7.0% | +1.8% | +5.2% | +3.7% |
| 30D | -12.2% | -0.3% | -11.9% | -11.8% |
| 3M | -3.8% | +3.4% | -7.2% | -7.5% |
| 6M | +45.9% | +35.0% | +10.9% | -5.0% |
| YTD | +84.6% | +28.8% | +55.9% | +30.3% |
| 1Y | +193.4% | +38.0% | +155.4% | +81.1% |
| All | +193.4% | +38.4% | +154.9% | +81.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling