+6.7%
AMZN vs VFC
+52.5%
-45.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.4% | +1.7% | +5.3% |
| 7D | +4.5% | +21.5% | -17.0% | +1.0% |
| 30D | +5.8% | +46.7% | -40.9% | -1.4% |
| 3M | -4.1% | +38.4% | -42.5% | -9.8% |
| 6M | -2.2% | +15.2% | -17.4% | -5.1% |
| YTD | +15.3% | +17.8% | -2.6% | +10.4% |
| 1Y | +6.7% | +55.6% | -48.9% | -2.6% |
| All | +6.7% | +52.5% | -45.8% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 1y: compounded portfolio wealth divided by compounded VFC 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…
1y analysis · Full analysis span regression · 6 months rolling