+147.1%
AMAT vs VXUS
+46.7%
+100.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.8% | +8.5% | +6.2% |
| 7D | -1.1% | +0.8% | -1.8% | -1.7% |
| 30D | -26.9% | -1.9% | -25.0% | -23.5% |
| 3M | -31.2% | -4.4% | -26.8% | -24.6% |
| 6M | -14.7% | -2.0% | -12.7% | -8.3% |
| YTD | +44.7% | +11.1% | +33.6% | +27.3% |
| 1Y | +62.0% | +15.1% | +46.9% | +34.8% |
| 3Y | +165.0% | +70.4% | +94.5% | +17.7% |
| 5Y | +147.1% | +47.2% | +99.9% | +53.6% |
| All | +147.1% | +46.7% | +100.4% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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