+3,050.8%
AMAT vs VNQ
+402.3%
+2,648.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.7% |
| 7D | -2.5% | +2.2% | -4.6% | -3.6% |
| 30D | -26.5% | +7.1% | -33.6% | -29.5% |
| 3M | -28.6% | +0.8% | -29.4% | -29.1% |
| 6M | -14.2% | +2.2% | -16.5% | -16.4% |
| YTD | +45.5% | +12.8% | +32.6% | +33.8% |
| 1Y | +59.3% | +11.7% | +47.6% | +47.4% |
| 3Y | +153.1% | +44.5% | +108.6% | +98.8% |
| 5Y | +158.2% | +7.6% | +150.5% | +144.1% |
| 10Y | +1,370.8% | +85.2% | +1,285.6% | +943.7% |
| All | +3,050.8% | +402.3% | +2,648.5% | +1,110.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling