+564.1%
AMZN vs V
+378.5%
+185.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.6% |
| 7D | -1.0% | -2.9% | +1.9% | +0.7% |
| 30D | -9.2% | +1.9% | -11.1% | -10.3% |
| 3M | +3.4% | +13.2% | -9.9% | -4.4% |
| 6M | +18.2% | +16.7% | +1.5% | +6.9% |
| YTD | +9.3% | +5.4% | +4.0% | +5.0% |
| 1Y | +5.9% | +7.7% | -1.7% | -0.1% |
| 3Y | +82.6% | +52.0% | +30.6% | +37.7% |
| 5Y | +44.9% | +67.7% | -22.8% | +1.9% |
| 10Y | +564.1% | +384.8% | +179.3% | +118.6% |
| All | +564.1% | +378.5% | +185.6% | +118.6% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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