+178.6%
AMAT vs VT
+73.6%
+105.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +1.9% | +1.9% |
| 7D | -3.5% | -1.6% | -1.9% | +0.2% |
| 30D | -29.3% | -2.5% | -26.8% | -24.9% |
| 3M | -26.2% | -1.3% | -24.9% | -23.6% |
| 6M | -1.6% | +3.1% | -4.7% | -4.5% |
| YTD | +49.1% | +10.9% | +38.2% | +26.4% |
| 1Y | +61.6% | +12.1% | +49.5% | +34.7% |
| All | +178.6% | +73.6% | +105.0% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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