+1,665.8%
AMAT vs VTI
+294.2%
+1,371.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.5% | +4.9% |
| 7D | +7.0% | +0.6% | +6.4% | +5.7% |
| 30D | -12.2% | -1.1% | -11.1% | -10.7% |
| 3M | -3.8% | +3.9% | -7.7% | -8.6% |
| 6M | +45.9% | +14.6% | +31.3% | +19.2% |
| YTD | +84.6% | +13.3% | +71.3% | +54.9% |
| 1Y | +193.4% | +19.2% | +174.2% | +128.5% |
| 3Y | +228.1% | +77.4% | +150.7% | +39.4% |
| 5Y | +268.9% | +74.0% | +194.9% | +69.7% |
| 10Y | +1,665.8% | +294.6% | +1,371.1% | +151.9% |
| All | +1,665.8% | +294.2% | +1,371.5% | +151.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling