+126.7%
AMAT vs VOO
+67.9%
+58.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +3.7% |
| 7D | -14.7% | -2.7% | -12.0% | -9.6% |
| 30D | -36.1% | -5.4% | -30.7% | -28.4% |
| 3M | -36.9% | -4.1% | -32.8% | -31.1% |
| 6M | -22.2% | +0.7% | -22.9% | -20.8% |
| YTD | +29.9% | +8.7% | +21.2% | +16.8% |
| 1Y | +43.3% | +11.0% | +32.3% | +24.6% |
| 3Y | +142.7% | +75.5% | +67.2% | -0.5% |
| All | +126.7% | +67.9% | +58.8% | +8.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling