+142.7%
AMAT vs VGT
+105.8%
+36.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.4% | +2.9% | +2.2% |
| 7D | -14.7% | -7.2% | -7.5% | -4.2% |
| 30D | -36.1% | -16.1% | -20.0% | -16.5% |
| 3M | -36.9% | -9.2% | -27.7% | -26.4% |
| 6M | -22.2% | -0.7% | -21.5% | -17.5% |
| YTD | +29.9% | +15.6% | +14.4% | +13.1% |
| 1Y | +43.3% | +14.4% | +28.9% | +26.7% |
| 3Y | +142.7% | +105.2% | +37.4% | -5.2% |
| All | +142.7% | +105.8% | +36.8% | -5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling