+87.0%
AMZN vs VCLT
+14.4%
+72.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | +2.8% | -2.3% | +5.1% | +3.9% |
| 30D | +5.0% | +0.8% | +4.2% | +4.5% |
| 3M | +0.6% | -2.7% | +3.2% | +1.8% |
| 6M | -1.3% | -4.3% | +3.0% | +0.8% |
| YTD | +15.5% | -4.3% | +19.8% | +17.9% |
| 1Y | +12.2% | -4.4% | +16.6% | +14.6% |
| 3Y | +87.0% | +13.8% | +73.2% | +67.4% |
| All | +87.0% | +14.4% | +72.6% | +67.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling