+268.9%
AMAT vs VWO
+34.9%
+234.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.5% |
| 7D | +7.0% | +0.9% | +6.1% | +5.6% |
| 30D | -12.2% | +1.3% | -13.5% | -13.8% |
| 3M | -3.8% | +5.1% | -8.9% | -9.0% |
| 6M | +45.9% | +12.5% | +33.4% | +26.4% |
| YTD | +84.6% | +14.0% | +70.6% | +58.3% |
| 1Y | +193.4% | +19.7% | +173.6% | +136.5% |
| 3Y | +228.1% | +66.8% | +161.3% | +70.6% |
| 5Y | +268.9% | +36.2% | +232.7% | +160.0% |
| All | +268.9% | +34.9% | +234.0% | +160.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling