+1,315.3%
AMAT vs VTI
+299.8%
+1,015.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.5% | +8.9% | +7.2% |
| 7D | -1.1% | +0.2% | -1.3% | -0.6% |
| 30D | -26.9% | -2.9% | -24.0% | -22.2% |
| 3M | -31.2% | -2.6% | -28.6% | -27.2% |
| 6M | -14.7% | +2.8% | -17.5% | -15.9% |
| YTD | +44.7% | +11.6% | +33.1% | +26.2% |
| 1Y | +62.0% | +13.6% | +48.3% | +37.6% |
| 3Y | +165.0% | +79.9% | +85.1% | +11.6% |
| 5Y | +147.1% | +64.3% | +82.9% | +26.0% |
| 10Y | +1,315.3% | +291.9% | +1,023.4% | +94.4% |
| All | +1,315.3% | +299.8% | +1,015.4% | +94.4% |
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