+61.4%
AMAT vs VTI
+14.8%
+46.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.5% | -4.8% | -7.5% |
| 7D | -11.2% | -0.6% | -10.6% | -9.7% |
| 30D | -31.9% | -1.0% | -30.9% | -29.8% |
| 3M | -32.3% | -0.8% | -31.6% | -30.7% |
| 6M | -5.4% | +7.1% | -12.5% | -18.8% |
| YTD | +44.3% | +13.4% | +30.9% | +10.8% |
| 1Y | +61.4% | +14.9% | +46.4% | +20.7% |
| All | +61.4% | +14.8% | +46.6% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 1y: compounded portfolio wealth divided by compounded VTI 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…
1y analysis · Full analysis span regression · 6 months rolling