+66.9%
AMAT vs VIG
+16.5%
+50.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.8% | -2.8% |
| 7D | +11.4% | +3.5% | +7.9% | +2.9% |
| 30D | -17.0% | +4.9% | -22.0% | -25.5% |
| 3M | -30.6% | +2.5% | -33.1% | -33.8% |
| 6M | -14.9% | +11.0% | -26.0% | -33.9% |
| YTD | +44.7% | +16.0% | +28.7% | +2.4% |
| 1Y | +66.9% | +17.5% | +49.3% | +14.8% |
| All | +66.9% | +16.5% | +50.4% | +14.8% |
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