+10,158.3%
AMZN vs VO
+827.2%
+9,331.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | +0.1% |
| 7D | -3.0% | -0.3% | -2.7% | -2.7% |
| 30D | -5.2% | -0.3% | -4.8% | -4.9% |
| 3M | +1.9% | +2.9% | -1.1% | -1.1% |
| 6M | +19.2% | +9.3% | +9.9% | +9.1% |
| YTD | +12.0% | +14.2% | -2.2% | -2.0% |
| 1Y | +9.7% | +15.3% | -5.6% | -4.8% |
| 3Y | +87.2% | +56.2% | +30.9% | +21.3% |
| 5Y | +48.7% | +42.4% | +6.2% | +8.3% |
| 10Y | +569.3% | +194.7% | +374.6% | +134.2% |
| All | +10,158.3% | +827.2% | +9,331.1% | +863.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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