+1,707.5%
AMAT vs VWO
+112.8%
+1,594.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | 0.0% |
| 7D | +6.9% | +0.2% | +6.8% | +6.7% |
| 30D | -10.1% | +0.9% | -11.0% | -11.2% |
| 3M | -6.0% | +4.3% | -10.2% | -9.7% |
| 6M | +38.6% | +10.5% | +28.1% | +23.9% |
| YTD | +83.1% | +13.4% | +69.7% | +59.4% |
| 1Y | +188.3% | +18.6% | +169.8% | +137.5% |
| 3Y | +225.3% | +65.8% | +159.5% | +73.0% |
| 5Y | +262.0% | +35.2% | +226.7% | +157.3% |
| 10Y | +1,707.5% | +116.6% | +1,590.8% | +725.5% |
| All | +1,707.5% | +112.8% | +1,594.6% | +725.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 10y: compounded portfolio wealth divided by compounded VWO 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…
10y analysis · Full analysis span regression · 6 months rolling