+247.2%
AMAT vs VT
+66.2%
+181.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | -1.5% | +0.4% | -2.0% | -2.4% |
| 30D | -14.8% | +1.0% | -15.8% | -16.4% |
| 3M | -9.3% | +2.4% | -11.6% | -11.4% |
| 6M | +27.4% | +12.0% | +15.4% | +5.7% |
| YTD | +77.6% | +15.3% | +62.2% | +40.5% |
| 1Y | +188.9% | +22.6% | +166.4% | +105.9% |
| 3Y | +202.3% | +74.7% | +127.6% | +17.3% |
| All | +247.2% | +66.2% | +181.0% | +64.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling