+43.3%
AMAT vs VSH
+58.3%
-15.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.7% | -1.5% | +0.9% |
| 7D | -14.7% | -12.9% | -1.8% | -7.7% |
| 30D | -36.1% | -36.9% | +0.8% | -17.8% |
| 3M | -36.9% | -28.8% | -8.1% | -25.1% |
| 6M | -22.2% | -30.3% | +8.1% | -6.1% |
| YTD | +29.9% | +62.4% | -32.4% | -5.2% |
| 1Y | +43.3% | +62.5% | -19.3% | +4.9% |
| All | +43.3% | +58.3% | -15.0% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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