+273,029.3%
AMZN vs VMC
+1,729.2%
+271,300.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.0% |
| 7D | +2.8% | -1.7% | +4.5% | +3.4% |
| 30D | +3.4% | +15.3% | -11.8% | -1.9% |
| 3M | +0.1% | +0.3% | -0.2% | -0.4% |
| 6M | +0.6% | +0.9% | -0.3% | -0.6% |
| YTD | +15.9% | -1.0% | +16.9% | +14.4% |
| 1Y | +9.5% | -4.3% | +13.8% | +9.4% |
| 3Y | +86.3% | +35.3% | +51.0% | +63.1% |
| 5Y | +51.7% | +44.4% | +7.3% | +30.1% |
| 10Y | +623.8% | +128.0% | +495.8% | +383.5% |
| All | +273,029.3% | +1,729.2% | +271,300.1% | +112,740.9% |
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