+263,909.3%
AMZN vs VMC
+1,611.5%
+262,297.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.5% |
| 7D | -3.0% | -4.3% | +1.4% | -1.5% |
| 30D | -5.2% | -8.2% | +3.1% | -2.3% |
| 3M | +1.9% | -7.0% | +8.9% | +4.0% |
| 6M | +19.2% | -10.8% | +30.0% | +23.2% |
| YTD | +12.0% | -7.4% | +19.4% | +13.6% |
| 1Y | +9.7% | -9.5% | +19.2% | +11.9% |
| 3Y | +87.2% | +20.5% | +66.7% | +71.3% |
| 5Y | +48.7% | +51.6% | -2.9% | +25.7% |
| 10Y | +569.3% | +150.0% | +419.3% | +329.9% |
| All | +263,909.3% | +1,611.5% | +262,297.8% | +111,912.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling