+153.3%
AMAT vs VOO
+78.5%
+74.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.4% | -1.9% |
| 7D | +11.4% | +2.6% | +8.8% | +6.0% |
| 30D | -17.0% | -2.0% | -15.1% | -12.2% |
| 3M | -30.6% | -2.8% | -27.8% | -25.4% |
| 6M | -14.9% | +2.2% | -17.1% | -15.8% |
| YTD | +44.7% | +11.5% | +33.2% | +22.7% |
| 1Y | +66.9% | +13.5% | +53.4% | +37.4% |
| 3Y | +153.3% | +78.1% | +75.2% | -11.0% |
| All | +153.3% | +78.5% | +74.8% | -11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling