+188.3%
AMAT vs VNQ
+7.6%
+180.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -1.0% |
| 7D | +6.9% | -0.9% | +7.8% | +6.8% |
| 30D | -10.1% | -2.2% | -7.9% | -10.4% |
| 3M | -6.0% | -1.9% | -4.0% | -7.1% |
| 6M | +38.6% | +3.2% | +35.4% | +31.6% |
| YTD | +83.1% | +9.4% | +73.7% | +70.0% |
| 1Y | +188.3% | +7.5% | +180.8% | +168.9% |
| All | +188.3% | +7.6% | +180.8% | +168.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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