+228.1%
AMAT vs VNQ
+31.8%
+196.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | +7.0% | -0.4% | +7.4% | +7.2% |
| 30D | -12.2% | -2.5% | -9.7% | -11.3% |
| 3M | -3.8% | +1.4% | -5.2% | -5.5% |
| 6M | +45.9% | +4.6% | +41.4% | +40.4% |
| YTD | +84.6% | +10.5% | +74.1% | +72.3% |
| 1Y | +193.4% | +8.4% | +185.0% | +176.5% |
| 3Y | +228.1% | +32.4% | +195.6% | +168.8% |
| All | +228.1% | +31.8% | +196.3% | +168.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling