+61.4%
AMAT vs VO
+16.3%
+45.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.9% | -4.1% | -5.3% |
| 7D | -11.2% | +1.0% | -12.2% | -13.2% |
| 30D | -31.9% | +2.6% | -34.5% | -36.0% |
| 3M | -32.3% | -0.3% | -32.1% | -31.8% |
| 6M | -5.4% | +7.6% | -13.0% | -18.9% |
| YTD | +44.3% | +14.7% | +29.5% | +9.2% |
| 1Y | +61.4% | +16.4% | +44.9% | +19.5% |
| All | +61.4% | +16.3% | +45.1% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling