+76.4%
AMZN vs VMC
+17.4%
+59.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.5% | -0.5% |
| 7D | -1.0% | -5.3% | +4.3% | +1.0% |
| 30D | -9.2% | -12.3% | +3.0% | -4.7% |
| 3M | +3.4% | -10.3% | +13.6% | +6.9% |
| 6M | +18.2% | -8.6% | +26.8% | +20.8% |
| YTD | +9.3% | -11.9% | +21.2% | +11.7% |
| 1Y | +5.9% | -13.9% | +19.9% | +9.1% |
| All | +76.4% | +17.4% | +59.0% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 3y: compounded portfolio wealth divided by compounded VMC 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…
3y analysis · Full analysis span regression · 6 months rolling