+1,162.1%
AMAT price history and return analytics
+215.5%
+946.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +3.8% |
| 7D | -14.7% | -2.3% | -12.4% | -10.5% |
| 30D | -36.1% | -5.0% | -31.1% | -29.3% |
| 3M | -36.9% | -4.9% | -32.0% | -30.2% |
| 6M | -22.2% | -1.5% | -20.7% | -17.1% |
| YTD | +29.9% | +8.5% | +21.4% | +18.3% |
| 1Y | +43.3% | +11.4% | +31.9% | +24.9% |
| 3Y | +142.7% | +70.1% | +72.6% | +6.7% |
| 5Y | +126.2% | +53.7% | +72.5% | +24.1% |
| All | +1,162.1% | +215.5% | +946.6% | +145.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling