+142.7%
AMAT vs VO
+60.2%
+82.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.4% | +4.5% |
| 7D | -14.7% | -2.6% | -12.2% | -10.1% |
| 30D | -36.1% | -0.9% | -35.1% | -34.5% |
| 3M | -36.9% | -3.0% | -33.8% | -32.9% |
| 6M | -22.2% | +2.2% | -24.4% | -23.5% |
| YTD | +29.9% | +10.6% | +19.4% | +13.4% |
| 1Y | +43.3% | +12.5% | +30.7% | +21.7% |
| 3Y | +142.7% | +61.4% | +81.3% | +26.8% |
| All | +142.7% | +60.2% | +82.5% | +26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling