+268.9%
AMAT vs VTEB
+2.3%
+266.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +7.0% | -0.2% | +7.2% | +7.3% |
| 30D | -12.2% | -1.6% | -10.6% | -10.5% |
| 3M | -3.8% | -2.0% | -1.8% | -1.4% |
| 6M | +45.9% | -1.7% | +47.6% | +49.2% |
| YTD | +84.6% | -0.6% | +85.2% | +86.9% |
| 1Y | +193.4% | +1.8% | +191.5% | +189.9% |
| 3Y | +228.1% | +9.6% | +218.5% | +186.7% |
| 5Y | +268.9% | +2.1% | +266.9% | +272.8% |
| All | +268.9% | +2.3% | +266.6% | +272.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling