+126.7%
AMAT vs VSH
+24.4%
+102.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.7% | -1.5% | +0.7% |
| 7D | -14.7% | -12.9% | -1.8% | -7.2% |
| 30D | -36.1% | -36.9% | +0.8% | -16.3% |
| 3M | -36.9% | -28.8% | -8.1% | -24.2% |
| 6M | -22.2% | -30.3% | +8.1% | -8.4% |
| YTD | +29.9% | +62.4% | -32.4% | -11.7% |
| 1Y | +43.3% | +62.5% | -19.3% | -3.0% |
| 3Y | +142.7% | +7.4% | +135.3% | +105.4% |
| All | +126.7% | +24.4% | +102.3% | +60.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling