+182.2%
AMAT vs VIG
+15.8%
+166.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +5.5% |
| 7D | -1.5% | -0.4% | -1.1% | -0.5% |
| 30D | -14.8% | -1.0% | -13.8% | -12.8% |
| 3M | -9.3% | +2.8% | -12.0% | -15.3% |
| 6M | +27.4% | +8.2% | +19.2% | +5.7% |
| YTD | +77.6% | +11.0% | +66.5% | +39.6% |
| All | +182.2% | +15.8% | +166.4% | +106.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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