+110.0%
AMZN vs VLTO
+56.4%
+53.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.5% |
| 7D | +2.8% | +1.0% | +1.8% | +2.6% |
| 30D | +5.0% | +17.5% | -12.5% | +0.6% |
| 3M | +0.6% | +21.4% | -20.8% | -4.5% |
| 6M | -1.3% | +38.1% | -39.4% | -10.4% |
| YTD | +15.5% | +19.0% | -3.5% | +10.0% |
| 1Y | +12.2% | +20.7% | -8.4% | +6.3% |
| 3Y | +87.0% | +64.3% | +22.7% | +67.8% |
| All | +110.0% | +56.4% | +53.6% | +91.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling