+1,425.2%
AMAT vs VOO
+314.4%
+1,110.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.3% | +4.8% | +3.9% |
| 7D | +7.0% | -0.9% | +7.9% | +9.8% |
| 30D | -20.6% | -2.3% | -18.2% | -16.2% |
| 3M | -24.8% | -1.2% | -23.6% | -22.2% |
| 6M | -10.7% | +3.3% | -14.1% | -12.9% |
| YTD | +54.3% | +12.3% | +42.0% | +32.9% |
| 1Y | +73.7% | +12.5% | +61.2% | +49.8% |
| 3Y | +168.4% | +79.2% | +89.2% | +13.3% |
| 5Y | +167.6% | +75.7% | +91.9% | +22.2% |
| 10Y | +1,425.2% | +313.7% | +1,111.5% | +85.4% |
| All | +1,425.2% | +314.4% | +1,110.8% | +85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling