+2,804.4%
AMAT vs VGT
+2,283.9%
+520.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.3% | +4.0% | +3.9% |
| 7D | -1.5% | +1.0% | -2.5% | -2.7% |
| 30D | -14.8% | +1.3% | -16.1% | -16.1% |
| 3M | -9.3% | -1.1% | -8.1% | -5.5% |
| 6M | +27.4% | +32.6% | -5.2% | -7.0% |
| YTD | +77.6% | +29.0% | +48.6% | +34.8% |
| 1Y | +188.9% | +39.7% | +149.2% | +100.1% |
| 3Y | +202.3% | +120.9% | +81.4% | +23.2% |
| 5Y | +248.9% | +133.6% | +115.3% | +37.5% |
| 10Y | +1,585.2% | +792.6% | +792.7% | +51.4% |
| All | +2,804.4% | +2,283.9% | +520.5% | -13.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling