+247.2%
AMAT vs VO
+42.6%
+204.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.2% | +4.5% | +4.6% |
| 7D | -1.5% | -0.3% | -1.2% | -1.1% |
| 30D | -14.8% | -0.3% | -14.5% | -14.3% |
| 3M | -9.3% | +2.9% | -12.2% | -12.5% |
| 6M | +27.4% | +9.3% | +18.0% | +12.5% |
| YTD | +77.6% | +14.2% | +63.4% | +47.3% |
| 1Y | +188.9% | +15.3% | +173.7% | +137.4% |
| 3Y | +202.3% | +56.2% | +146.0% | +59.1% |
| All | +247.2% | +42.6% | +204.6% | +122.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling