+2,950.3%
AMAT vs VWO
+295.2%
+2,655.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.4% | +9.0% | +9.4% |
| 7D | -1.1% | +1.6% | -2.7% | -1.9% |
| 30D | -26.9% | -5.3% | -21.6% | -23.0% |
| 3M | -31.2% | -6.2% | -25.0% | -26.8% |
| 6M | -14.7% | -6.2% | -8.5% | -7.9% |
| YTD | +44.7% | +5.6% | +39.1% | +43.4% |
| 1Y | +62.0% | +6.2% | +55.8% | +60.0% |
| 3Y | +165.0% | +57.5% | +107.4% | +95.9% |
| 5Y | +147.1% | +28.0% | +119.1% | +118.9% |
| 10Y | +1,315.3% | +101.8% | +1,213.5% | +880.8% |
| All | +2,950.3% | +295.2% | +2,655.1% | +1,233.9% |
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