+78.1%
VOO vs AMAT
+154.6%
-76.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.4% | +0.1% |
| 7D | +2.6% | +11.4% | -8.8% | +0.4% |
| 30D | -2.0% | -17.0% | +15.1% | +0.9% |
| 3M | -2.8% | -30.6% | +27.8% | +3.1% |
| 6M | +2.2% | -14.9% | +17.1% | +1.6% |
| YTD | +11.5% | +44.7% | -33.2% | -3.0% |
| 1Y | +13.5% | +66.9% | -53.4% | -4.8% |
| 3Y | +78.1% | +153.3% | -75.2% | +30.5% |
| All | +78.1% | +154.6% | -76.5% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMAT.
Daily Out/Under-Performance
Portfolio return minus AMAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMAT 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 3y: compounded portfolio wealth divided by compounded AMAT 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…
3y analysis · Full analysis span regression · 6 months rolling