+61.4%
AMAT vs VUG
+4.9%
+56.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.5% | -4.8% | -6.1% |
| 7D | -11.2% | -3.0% | -8.2% | -5.9% |
| 30D | -31.9% | -6.4% | -25.4% | -22.6% |
| 3M | -32.3% | -3.2% | -29.1% | -27.9% |
| 6M | -5.4% | +3.1% | -8.5% | -9.0% |
| YTD | +44.3% | +6.3% | +38.0% | +35.8% |
| 1Y | +61.4% | +5.2% | +56.2% | +56.0% |
| All | +61.4% | +4.9% | +56.5% | +56.0% |
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