+641.7%
AMZN vs VCIT
+31.0%
+610.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.1% |
| 7D | +2.8% | -1.4% | +4.3% | +4.3% |
| 30D | +5.0% | +0.6% | +4.4% | +4.3% |
| 3M | +0.6% | -2.2% | +2.8% | +2.9% |
| 6M | -1.3% | -2.3% | +1.0% | +1.1% |
| YTD | +15.5% | -2.2% | +17.7% | +18.2% |
| 1Y | +12.2% | -1.4% | +13.6% | +13.9% |
| 3Y | +87.0% | +18.7% | +68.3% | +55.4% |
| 5Y | +51.3% | +3.6% | +47.7% | +36.5% |
| All | +641.7% | +31.0% | +610.7% | +563.4% |
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