+59.3%
AMAT vs VOO
+12.0%
+47.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +1.5% |
| 7D | -2.5% | -0.6% | -1.9% | 0.0% |
| 30D | -26.5% | -3.6% | -22.9% | -17.3% |
| 3M | -28.6% | -2.7% | -25.8% | -21.8% |
| 6M | -14.2% | +2.2% | -16.5% | -17.0% |
| YTD | +45.5% | +10.9% | +34.6% | +19.1% |
| 1Y | +59.3% | +11.3% | +48.0% | +29.7% |
| All | +59.3% | +12.0% | +47.3% | +29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling