+2,804.4%
AMAT vs VTV
+721.7%
+2,082.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.2% | +4.6% | +4.6% |
| 7D | -1.5% | +0.5% | -2.0% | -2.1% |
| 30D | -14.8% | +1.1% | -15.9% | -16.0% |
| 3M | -9.3% | +5.9% | -15.1% | -14.8% |
| 6M | +27.4% | +11.6% | +15.8% | +13.0% |
| YTD | +77.6% | +19.8% | +57.8% | +45.2% |
| 1Y | +188.9% | +26.2% | +162.7% | +122.5% |
| 3Y | +202.3% | +68.5% | +133.8% | +68.5% |
| 5Y | +248.9% | +79.9% | +169.0% | +86.7% |
| 10Y | +1,585.2% | +229.7% | +1,355.5% | +396.4% |
| All | +2,804.4% | +721.7% | +2,082.7% | +224.7% |
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 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