+565.7%
AMZN vs VGT
+820.0%
-254.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.2% | +0.7% | +0.9% |
| 7D | -0.7% | -0.2% | -0.5% | -0.5% |
| 30D | -3.9% | -0.4% | -3.5% | -3.9% |
| 3M | +6.3% | +4.4% | +1.9% | +0.9% |
| 6M | +20.8% | +32.1% | -11.3% | -8.8% |
| YTD | +11.2% | +28.8% | -17.5% | -14.3% |
| 1Y | +11.7% | +35.3% | -23.7% | -18.1% |
| 3Y | +79.4% | +124.8% | -45.3% | -19.5% |
| 5Y | +48.0% | +137.9% | -89.9% | -36.6% |
| All | +565.7% | +820.0% | -254.4% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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