+14,938.4%
AMZN vs VIG
+623.5%
+14,314.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.4% |
| 7D | -3.0% | -0.4% | -2.5% | -2.5% |
| 30D | -5.2% | -1.0% | -4.2% | -4.1% |
| 3M | +1.9% | +2.8% | -0.9% | -1.4% |
| 6M | +19.2% | +8.2% | +11.0% | +8.9% |
| YTD | +12.0% | +11.0% | +1.0% | -0.9% |
| 1Y | +9.7% | +16.1% | -6.5% | -7.9% |
| 3Y | +87.2% | +56.2% | +31.0% | +13.0% |
| 5Y | +48.7% | +63.0% | -14.3% | -12.0% |
| 10Y | +569.3% | +241.4% | +327.9% | +61.7% |
| All | +14,938.4% | +623.5% | +14,314.9% | +1,335.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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