+3,122.0%
AMAT vs VNQ
+399.0%
+2,723.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.2% |
| 7D | +19.3% | +0.2% | +19.1% | +19.3% |
| 30D | -17.9% | +5.8% | -23.8% | -20.7% |
| 3M | -30.4% | 0.0% | -30.4% | -30.6% |
| 6M | -11.4% | +1.5% | -12.9% | -13.3% |
| YTD | +48.8% | +12.1% | +36.7% | +37.4% |
| 1Y | +66.0% | +10.6% | +55.4% | +54.6% |
| 3Y | +158.8% | +43.5% | +115.3% | +104.1% |
| 5Y | +153.2% | +6.8% | +146.4% | +140.5% |
| 10Y | +1,370.6% | +82.9% | +1,287.8% | +950.9% |
| All | +3,122.0% | +399.0% | +2,723.1% | +1,143.2% |
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