+132.8%
AMAT vs VT
+69.4%
+63.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -4.1% | -9.5% | -4.5% |
| 7D | -24.3% | -4.2% | -20.1% | -16.1% |
| 30D | -39.8% | -5.8% | -34.0% | -30.5% |
| 3M | -40.2% | -5.2% | -34.9% | -31.9% |
| 6M | -22.1% | +0.1% | -22.2% | -19.0% |
| YTD | +24.7% | +8.2% | +16.4% | +12.3% |
| 1Y | +33.3% | +10.1% | +23.1% | +16.3% |
| All | +132.8% | +69.4% | +63.5% | -7.1% |
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