+247.2%
AMAT vs VGT
+133.3%
+113.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.3% | +4.0% | +3.9% |
| 7D | -1.5% | +1.0% | -2.5% | -2.8% |
| 30D | -14.8% | +1.3% | -16.1% | -16.3% |
| 3M | -9.3% | -1.1% | -8.1% | -5.6% |
| 6M | +27.4% | +32.6% | -5.2% | -9.5% |
| YTD | +77.6% | +29.0% | +48.6% | +31.5% |
| 1Y | +188.9% | +39.7% | +149.2% | +94.0% |
| 3Y | +202.3% | +120.9% | +81.4% | +14.8% |
| All | +247.2% | +133.3% | +113.9% | +29.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling