+1,425.2%
AMAT price history and return analytics
+224.4%
+1,200.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.1% | +4.9% | +4.0% |
| 7D | +7.0% | -0.7% | +7.6% | +9.5% |
| 30D | -20.6% | -1.7% | -18.8% | -16.9% |
| 3M | -24.8% | -2.3% | -22.4% | -20.5% |
| 6M | -10.7% | +1.5% | -12.3% | -9.8% |
| YTD | +54.3% | +12.0% | +42.2% | +32.9% |
| 1Y | +73.7% | +12.9% | +60.9% | +48.3% |
| 3Y | +168.4% | +74.9% | +93.5% | +12.4% |
| 5Y | +167.6% | +59.9% | +107.6% | +37.2% |
| 10Y | +1,425.2% | +224.6% | +1,200.6% | +175.0% |
| All | +1,425.2% | +224.4% | +1,200.8% | +175.0% |
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