+188.9%
AMAT vs VUG
+15.8%
+173.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +5.2% |
| 7D | -1.5% | -0.1% | -1.4% | -1.4% |
| 30D | -14.8% | -0.3% | -14.5% | -14.4% |
| 3M | -9.3% | -0.7% | -8.6% | -7.8% |
| 6M | +27.4% | +14.6% | +12.8% | +2.6% |
| YTD | +77.6% | +9.0% | +68.5% | +57.4% |
| 1Y | +188.9% | +14.9% | +174.1% | +139.1% |
| All | +188.9% | +15.8% | +173.2% | +139.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling