+2,025.1%
AMAT vs VUG
+1,157.1%
+868.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.3% | +3.0% |
| 7D | -14.7% | -3.4% | -11.3% | -10.2% |
| 30D | -36.1% | -11.1% | -25.0% | -24.6% |
| 3M | -36.9% | -7.2% | -29.6% | -29.6% |
| 6M | -22.2% | -4.1% | -18.1% | -15.6% |
| YTD | +29.9% | +1.4% | +28.5% | +32.0% |
| 1Y | +43.3% | +1.9% | +41.4% | +45.0% |
| 3Y | +142.7% | +77.7% | +64.9% | +24.1% |
| 5Y | +126.2% | +57.6% | +68.6% | +38.7% |
| 10Y | +1,211.7% | +398.6% | +813.2% | +113.5% |
| All | +2,025.1% | +1,157.1% | +868.1% | +13.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling