+126.7%
AMAT vs VIG
+59.0%
+67.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.9% |
| 7D | -14.7% | -1.8% | -12.9% | -11.4% |
| 30D | -36.1% | +2.7% | -38.8% | -39.1% |
| 3M | -36.9% | 0.0% | -36.8% | -36.8% |
| 6M | -22.2% | +6.8% | -28.9% | -30.7% |
| YTD | +29.9% | +12.1% | +17.9% | +6.7% |
| 1Y | +43.3% | +14.8% | +28.4% | +12.8% |
| 3Y | +142.7% | +62.4% | +80.2% | +4.1% |
| All | +126.7% | +59.0% | +67.7% | +6.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling