+167.6%
AMAT vs VIG
+65.3%
+102.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.8% | +5.3% | +4.6% |
| 7D | +7.0% | -0.3% | +7.3% | +8.7% |
| 30D | -20.6% | +4.9% | -25.5% | -27.0% |
| 3M | -24.8% | +2.9% | -27.7% | -28.4% |
| 6M | -10.7% | +11.2% | -22.0% | -26.2% |
| YTD | +54.3% | +16.0% | +38.3% | +19.2% |
| 1Y | +73.7% | +17.0% | +56.8% | +32.5% |
| 3Y | +168.4% | +66.9% | +101.6% | +9.7% |
| 5Y | +167.6% | +65.8% | +101.7% | +17.0% |
| All | +167.6% | +65.3% | +102.3% | +17.0% |
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