+147.1%
AMAT vs VO
+36.2%
+110.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.8% | -2.8% |
| 7D | +11.4% | +3.1% | +8.3% | +6.4% |
| 30D | -17.0% | +2.2% | -19.2% | -19.1% |
| 3M | -30.6% | -2.5% | -28.1% | -27.0% |
| 6M | -14.9% | +7.0% | -21.9% | -21.9% |
| YTD | +44.7% | +14.0% | +30.7% | +21.6% |
| 1Y | +66.9% | +15.6% | +51.2% | +37.4% |
| 3Y | +153.3% | +66.2% | +87.1% | +23.0% |
| All | +147.1% | +36.2% | +110.9% | +64.4% |
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