+3,799.2%
AMZN vs VCIT
+96.4%
+3,702.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +7.9% | +0.1% | +7.8% | +7.8% |
| 30D | -0.2% | +1.9% | -2.2% | -1.5% |
| 3M | -4.8% | -1.4% | -3.3% | -3.9% |
| 6M | -5.7% | -2.1% | -3.6% | -4.4% |
| YTD | +12.3% | -1.6% | +14.0% | +13.6% |
| 1Y | +6.7% | -0.9% | +7.6% | +7.4% |
| 3Y | +85.6% | +20.0% | +65.6% | +66.1% |
| 5Y | +47.4% | +3.1% | +44.2% | +35.2% |
| 10Y | +586.8% | +28.7% | +558.1% | +554.0% |
| All | +3,799.2% | +96.4% | +3,702.8% | +5,189.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling