+58.5%
AMAT vs VTI
+12.5%
+46.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.5% | +8.9% | +4.3% |
| 7D | -1.1% | +0.2% | -1.3% | -0.9% |
| 30D | -26.9% | -2.9% | -24.0% | -19.6% |
| 3M | -31.2% | -2.6% | -28.6% | -25.0% |
| 6M | -14.7% | +2.8% | -17.5% | -18.3% |
| YTD | +44.7% | +11.6% | +33.1% | +17.5% |
| All | +58.5% | +12.5% | +46.0% | +28.0% |
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