+629.7%
AMZN vs V
+444.9%
+184.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +8.0% | +0.6% | +7.4% | +7.7% |
| 30D | +3.2% | +9.7% | -6.5% | -2.4% |
| 3M | -2.6% | +17.3% | -19.9% | -11.6% |
| 6M | -0.7% | +33.2% | -33.9% | -16.7% |
| YTD | +17.4% | +21.3% | -4.0% | +3.5% |
| 1Y | +9.0% | +27.3% | -18.3% | -6.8% |
| 3Y | +88.7% | +76.1% | +12.6% | +30.4% |
| 5Y | +55.6% | +103.5% | -47.9% | -1.7% |
| 10Y | +629.7% | +454.5% | +175.3% | +134.5% |
| All | +629.7% | +444.9% | +184.8% | +134.5% |
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