-22.2%
AMAT vs VTV
+8.4%
-30.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +5.2% |
| 7D | -14.7% | -2.2% | -12.5% | -8.7% |
| 30D | -36.1% | +2.2% | -38.3% | -39.5% |
| 3M | -36.9% | +0.3% | -37.2% | -37.5% |
| 6M | -22.2% | +8.3% | -30.5% | -41.9% |
| All | -22.2% | +8.4% | -30.6% | -41.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling