+126.7%
AMAT vs VTI
+59.5%
+67.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.8% | +3.5% |
| 7D | -14.7% | -2.6% | -12.1% | -10.0% |
| 30D | -36.1% | -5.0% | -31.1% | -29.1% |
| 3M | -36.9% | -4.3% | -32.6% | -30.9% |
| 6M | -22.2% | +0.6% | -22.8% | -20.5% |
| YTD | +29.9% | +8.9% | +21.1% | +17.1% |
| 1Y | +43.3% | +11.1% | +32.1% | +25.0% |
| 3Y | +142.7% | +74.5% | +68.2% | +3.2% |
| All | +126.7% | +59.5% | +67.2% | +20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling