+10.4%
AMZN vs VG
-51.4%
+61.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.4% |
| 7D | +7.9% | -22.0% | +29.9% | +8.6% |
| 30D | -0.2% | -11.6% | +11.4% | 0.0% |
| 3M | -4.8% | -14.9% | +10.1% | -4.5% |
| 6M | -5.7% | -3.5% | -2.2% | -6.5% |
| YTD | +12.3% | +70.0% | -57.6% | +2.5% |
| 1Y | +6.7% | +50.0% | -43.3% | -1.6% |
| All | +10.4% | -51.4% | +61.8% | +0.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling