+43.3%
AMAT vs VUG
+0.3%
+42.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.3% | +2.5% |
| 7D | -14.7% | -3.4% | -11.3% | -8.3% |
| 30D | -36.1% | -11.1% | -25.0% | -19.4% |
| 3M | -36.9% | -7.2% | -29.6% | -26.4% |
| 6M | -22.2% | -4.1% | -18.1% | -14.0% |
| YTD | +29.9% | +1.4% | +28.5% | +34.7% |
| 1Y | +43.3% | +1.9% | +41.4% | +47.9% |
| All | +43.3% | +0.3% | +42.9% | +47.9% |
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