+629.7%
AMZN vs VCIT
+30.3%
+599.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.1% | +2.1% |
| 7D | +8.0% | +0.1% | +7.9% | +8.0% |
| 30D | +3.2% | +1.1% | +2.1% | +1.9% |
| 3M | -2.6% | -1.4% | -1.2% | -1.3% |
| 6M | -0.7% | -2.3% | +1.7% | +1.8% |
| YTD | +17.4% | -1.8% | +19.2% | +19.6% |
| 1Y | +9.0% | -1.0% | +10.1% | +10.3% |
| 3Y | +88.7% | +19.3% | +69.4% | +56.0% |
| 5Y | +55.6% | +3.8% | +51.8% | +40.1% |
| 10Y | +629.7% | +30.6% | +599.2% | +548.4% |
| All | +629.7% | +30.3% | +599.5% | +548.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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