+1,707.5%
AMAT vs VTEB
+18.2%
+1,689.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.1% |
| 7D | +6.9% | -0.7% | +7.6% | +7.9% |
| 30D | -10.1% | -2.1% | -8.0% | -7.5% |
| 3M | -6.0% | -2.7% | -3.3% | -2.5% |
| 6M | +38.6% | -2.1% | +40.8% | +43.0% |
| YTD | +83.1% | -1.1% | +84.2% | +86.5% |
| 1Y | +188.3% | +1.3% | +187.0% | +184.5% |
| 3Y | +225.3% | +9.0% | +216.3% | +187.8% |
| 5Y | +262.0% | +1.5% | +260.5% | +253.9% |
| 10Y | +1,707.5% | +18.5% | +1,689.0% | +1,601.7% |
| All | +1,707.5% | +18.2% | +1,689.2% | +1,601.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling