+203.0%
AMAT vs VSH
+24.4%
+178.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.4% | -0.1% | +2.0% |
| 7D | -1.5% | +4.1% | -5.6% | -3.6% |
| 30D | -14.8% | -4.2% | -10.6% | -13.3% |
| 3M | -9.3% | -50.0% | +40.7% | +28.1% |
| 6M | +27.4% | +80.2% | -52.8% | -7.8% |
| YTD | +77.6% | +121.1% | -43.5% | +15.5% |
| 1Y | +188.9% | +112.0% | +76.9% | +90.7% |
| All | +203.0% | +24.4% | +178.6% | +153.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling