+1,665.8%
AMAT vs VTV
+226.9%
+1,438.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +5.2% |
| 7D | +7.0% | +0.3% | +6.7% | +6.4% |
| 30D | -12.2% | +0.1% | -12.4% | -12.6% |
| 3M | -3.8% | +6.2% | -10.0% | -11.8% |
| 6M | +45.9% | +13.5% | +32.4% | +22.3% |
| YTD | +84.6% | +18.9% | +65.8% | +45.2% |
| 1Y | +193.4% | +25.8% | +167.6% | +112.7% |
| 3Y | +228.1% | +68.7% | +159.3% | +57.1% |
| 5Y | +268.9% | +80.3% | +188.6% | +66.4% |
| 10Y | +1,665.8% | +226.3% | +1,439.4% | +293.6% |
| All | +1,665.8% | +226.9% | +1,438.9% | +293.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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