+156.4%
AMAT vs VT
+60.6%
+95.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.7% | -5.0% | -6.7% |
| 7D | -11.2% | -0.3% | -10.9% | -10.7% |
| 30D | -31.9% | -1.4% | -30.4% | -29.7% |
| 3M | -32.3% | -1.4% | -31.0% | -30.3% |
| 6M | -5.4% | +5.5% | -10.9% | -12.0% |
| YTD | +44.3% | +12.8% | +31.4% | +19.6% |
| 1Y | +61.4% | +15.4% | +45.9% | +28.7% |
| 3Y | +170.6% | +76.9% | +93.7% | +3.6% |
| 5Y | +156.4% | +60.4% | +96.0% | +27.3% |
| All | +156.4% | +60.6% | +95.9% | +27.3% |
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