+3,152.2%
AMAT vs VWO
+299.5%
+2,852.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.3% | +4.8% | +5.0% |
| 7D | +7.0% | +1.7% | +5.3% | +6.1% |
| 30D | -20.6% | -4.2% | -16.4% | -17.1% |
| 3M | -24.8% | -4.6% | -20.1% | -21.0% |
| 6M | -10.7% | -5.0% | -5.8% | -4.6% |
| YTD | +54.3% | +6.8% | +47.5% | +51.6% |
| 1Y | +73.7% | +5.8% | +68.0% | +72.2% |
| 3Y | +168.4% | +58.1% | +110.3% | +97.8% |
| 5Y | +167.6% | +27.6% | +140.0% | +137.5% |
| 10Y | +1,425.2% | +113.9% | +1,311.2% | +917.0% |
| All | +3,152.2% | +299.5% | +2,852.7% | +1,310.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling