+1,315.3%
AMAT vs VTV
+238.4%
+1,076.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.0% | +9.4% | +8.4% |
| 7D | -1.1% | -0.5% | -0.5% | +0.3% |
| 30D | -26.9% | +3.1% | -30.0% | -29.9% |
| 3M | -31.2% | +1.8% | -33.0% | -32.9% |
| 6M | -14.7% | +10.9% | -25.6% | -26.1% |
| YTD | +44.7% | +20.9% | +23.8% | +11.4% |
| 1Y | +62.0% | +24.6% | +37.3% | +19.2% |
| 3Y | +165.0% | +78.6% | +86.4% | +17.1% |
| 5Y | +147.1% | +76.4% | +70.7% | +15.0% |
| 10Y | +1,315.3% | +230.7% | +1,084.6% | +251.7% |
| All | +1,315.3% | +238.4% | +1,076.9% | +251.7% |
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