+15.3%
AMZN vs VG
-49.4%
+64.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.4% |
| 7D | +8.0% | -7.7% | +15.7% | +8.3% |
| 30D | +3.2% | -8.8% | +12.0% | +3.3% |
| 3M | -2.6% | -15.6% | +13.0% | -2.3% |
| 6M | -0.7% | +5.2% | -5.9% | -1.9% |
| YTD | +17.4% | +76.9% | -59.6% | +6.9% |
| 1Y | +9.0% | +42.5% | -33.5% | +1.7% |
| All | +15.3% | -49.4% | +64.7% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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