+268.9%
AMAT vs VNQ
+6.3%
+262.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | +7.0% | -0.4% | +7.4% | +7.3% |
| 30D | -12.2% | -2.5% | -9.7% | -10.6% |
| 3M | -3.8% | +1.4% | -5.2% | -6.1% |
| 6M | +45.9% | +4.6% | +41.4% | +38.4% |
| YTD | +84.6% | +10.5% | +74.1% | +67.3% |
| 1Y | +193.4% | +8.4% | +185.0% | +169.7% |
| 3Y | +228.1% | +32.4% | +195.6% | +145.0% |
| 5Y | +268.9% | +5.5% | +263.5% | +255.0% |
| All | +268.9% | +6.3% | +262.7% | +255.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling