+1,162.1%
AMAT vs VOO
+309.9%
+852.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +3.7% |
| 7D | -14.7% | -2.7% | -12.0% | -10.1% |
| 30D | -36.1% | -5.4% | -30.7% | -29.1% |
| 3M | -36.9% | -4.1% | -32.8% | -31.6% |
| 6M | -22.2% | +0.7% | -22.9% | -20.9% |
| YTD | +29.9% | +8.7% | +21.2% | +17.9% |
| 1Y | +43.3% | +11.0% | +32.3% | +26.1% |
| 3Y | +142.7% | +75.5% | +67.2% | +6.0% |
| 5Y | +126.2% | +68.4% | +57.9% | +10.6% |
| All | +1,162.1% | +309.9% | +852.2% | +73.4% |
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