+10,097.2%
AMZN vs VGT
+2,279.6%
+7,817.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.4% |
| 7D | +0.8% | +1.8% | -1.0% | -1.0% |
| 30D | -6.4% | -0.3% | -6.0% | -6.5% |
| 3M | +4.8% | +3.4% | +1.4% | -0.3% |
| 6M | +20.5% | +35.0% | -14.5% | -13.5% |
| YTD | +11.3% | +28.8% | -17.4% | -16.6% |
| 1Y | +9.0% | +38.0% | -29.0% | -24.2% |
| 3Y | +85.9% | +125.8% | -39.9% | -23.5% |
| 5Y | +45.8% | +134.7% | -89.0% | -41.7% |
| 10Y | +555.5% | +792.6% | -237.1% | -41.0% |
| All | +10,097.2% | +2,279.6% | +7,817.6% | +196.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling