+110.6%
AMZN vs VLTO
+55.4%
+55.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.7% |
| 7D | +2.8% | +0.8% | +2.0% | +2.6% |
| 30D | +3.4% | +18.7% | -15.3% | -1.2% |
| 3M | +0.1% | +21.7% | -21.6% | -5.1% |
| 6M | +0.6% | +35.8% | -35.2% | -8.3% |
| YTD | +15.9% | +18.3% | -2.4% | +10.5% |
| 1Y | +9.5% | +20.9% | -11.4% | +3.6% |
| 3Y | +86.3% | +68.8% | +17.4% | +66.4% |
| All | +110.6% | +55.4% | +55.2% | +92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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