+66.0%
AMAT vs VTI
+11.9%
+54.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.1% | -2.3% |
| 7D | +19.3% | +3.4% | +16.0% | +9.3% |
| 30D | -17.9% | -2.3% | -15.7% | -11.2% |
| 3M | -30.4% | -2.2% | -28.3% | -25.0% |
| 6M | -11.4% | +3.3% | -14.7% | -16.2% |
| YTD | +48.8% | +12.1% | +36.7% | +19.3% |
| 1Y | +66.0% | +12.2% | +53.8% | +33.5% |
| All | +66.0% | +11.9% | +54.1% | +33.5% |
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