+3,745.9%
AMAT vs VNQ
+392.5%
+3,353.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.7% | +5.0% | +4.7% |
| 7D | -1.5% | -1.3% | -0.3% | -0.8% |
| 30D | -14.8% | -2.9% | -11.9% | -13.3% |
| 3M | -9.3% | +0.8% | -10.1% | -10.6% |
| 6M | +27.4% | +2.5% | +24.9% | +24.3% |
| YTD | +77.6% | +10.6% | +66.9% | +65.5% |
| 1Y | +188.9% | +9.1% | +179.9% | +171.4% |
| 3Y | +202.3% | +31.0% | +171.2% | +151.8% |
| 5Y | +248.9% | +4.9% | +244.0% | +235.2% |
| 10Y | +1,585.2% | +59.5% | +1,525.8% | +1,194.3% |
| All | +3,745.9% | +392.5% | +3,353.4% | +1,397.6% |
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