+5,298.8%
AMAT vs VOO
+817.1%
+4,481.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.9% |
| 7D | -1.5% | +0.1% | -1.6% | -1.7% |
| 30D | -14.8% | +0.1% | -14.9% | -14.9% |
| 3M | -9.3% | +2.0% | -11.3% | -10.7% |
| 6M | +27.4% | +13.0% | +14.4% | +8.1% |
| YTD | +77.6% | +13.6% | +64.0% | +50.4% |
| 1Y | +188.9% | +20.1% | +168.9% | +126.6% |
| 3Y | +202.3% | +77.6% | +124.7% | +37.7% |
| 5Y | +248.9% | +82.4% | +166.5% | +60.7% |
| 10Y | +1,585.2% | +316.8% | +1,268.4% | +183.0% |
| All | +5,298.8% | +817.1% | +4,481.7% | +272.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling