+565.7%
AMZN vs VCLT
+17.1%
+548.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | -0.7% | -1.4% | +0.7% | 0.0% |
| 30D | -3.9% | -1.2% | -2.8% | -3.3% |
| 3M | +6.3% | -4.8% | +11.1% | +9.0% |
| 6M | +20.8% | -2.6% | +23.3% | +22.5% |
| YTD | +11.2% | -3.3% | +14.6% | +13.2% |
| 1Y | +11.7% | -4.8% | +16.5% | +14.5% |
| 3Y | +79.4% | +11.5% | +67.9% | +68.8% |
| 5Y | +48.0% | -17.0% | +65.0% | +53.0% |
| All | +565.7% | +17.1% | +548.6% | +528.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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