+44.9%
AMZN vs VFC
-78.7%
+123.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -1.3% |
| 7D | -1.0% | -2.3% | +1.3% | -0.5% |
| 30D | -9.2% | -13.4% | +4.1% | -6.5% |
| 3M | +3.4% | -23.7% | +27.1% | +8.6% |
| 6M | +18.2% | -24.5% | +42.7% | +24.0% |
| YTD | +9.3% | -27.8% | +37.2% | +15.5% |
| 1Y | +5.9% | -13.5% | +19.4% | +6.8% |
| 3Y | +82.6% | -27.1% | +109.7% | +76.8% |
| 5Y | +44.9% | -79.0% | +123.9% | +141.9% |
| All | +44.9% | -78.7% | +123.6% | +141.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling