-22.2%
AMAT vs VGT
+0.7%
-22.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.4% | +2.9% | +1.7% |
| 7D | -14.7% | -7.2% | -7.5% | -1.2% |
| 30D | -36.1% | -16.1% | -20.0% | -9.9% |
| 3M | -36.9% | -9.2% | -27.7% | -23.8% |
| 6M | -22.2% | -0.7% | -21.5% | -17.5% |
| All | -22.2% | +0.7% | -22.9% | -17.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling