+2,025.1%
AMAT vs VTV
+712.9%
+1,312.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.7% |
| 7D | -14.7% | -2.2% | -12.5% | -12.1% |
| 30D | -36.1% | +2.2% | -38.3% | -37.7% |
| 3M | -36.9% | +0.3% | -37.2% | -37.0% |
| 6M | -22.2% | +8.3% | -30.5% | -28.7% |
| YTD | +29.9% | +18.5% | +11.4% | +7.8% |
| 1Y | +43.3% | +23.0% | +20.2% | +13.8% |
| 3Y | +142.7% | +72.6% | +70.0% | +31.7% |
| 5Y | +126.2% | +73.3% | +53.0% | +26.6% |
| 10Y | +1,211.7% | +238.2% | +973.6% | +277.2% |
| All | +2,025.1% | +712.9% | +1,312.2% | +141.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling