+1,315.3%
AMAT price history and return analytics
+223.7%
+1,091.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.6% | +8.8% | +6.6% |
| 7D | -1.1% | +0.4% | -1.4% | -0.9% |
| 30D | -26.9% | -2.6% | -24.3% | -22.4% |
| 3M | -31.2% | -3.2% | -28.0% | -26.0% |
| 6M | -14.7% | +0.9% | -15.6% | -13.0% |
| YTD | +44.7% | +11.3% | +33.4% | +26.1% |
| 1Y | +62.0% | +14.0% | +47.9% | +35.8% |
| 3Y | +165.0% | +75.8% | +89.1% | +10.1% |
| 5Y | +147.1% | +57.8% | +89.3% | +29.6% |
| 10Y | +1,315.3% | +219.8% | +1,095.5% | +166.1% |
| All | +1,315.3% | +223.7% | +1,091.6% | +166.1% |
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