+61.4%
AMAT vs VLTO
+18.3%
+43.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.6% | -3.9% | -3.0% |
| 7D | -11.2% | +13.8% | -25.0% | -5.7% |
| 30D | -31.9% | +21.2% | -53.1% | -26.1% |
| 3M | -32.3% | +21.5% | -53.8% | -26.3% |
| 6M | -5.4% | +33.0% | -38.4% | +3.0% |
| YTD | +44.3% | +17.8% | +26.5% | +69.2% |
| 1Y | +61.4% | +18.1% | +43.2% | +88.9% |
| All | +61.4% | +18.3% | +43.1% | +88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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