+203.0%
AMAT vs VIG
+56.4%
+146.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +5.2% |
| 7D | -1.5% | -0.4% | -1.1% | -0.7% |
| 30D | -14.8% | -1.0% | -13.8% | -13.3% |
| 3M | -9.3% | +2.8% | -12.0% | -13.7% |
| 6M | +27.4% | +8.2% | +19.2% | +10.4% |
| YTD | +77.6% | +11.0% | +66.5% | +47.3% |
| 1Y | +188.9% | +16.1% | +172.8% | +121.6% |
| All | +203.0% | +56.4% | +146.7% | +41.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling