+10,492.5%
AMZN vs VO
+822.3%
+9,670.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.7% | +0.2% | +0.3% |
| 7D | +8.7% | -0.1% | +8.8% | +8.8% |
| 30D | +1.7% | +0.5% | +1.2% | +1.2% |
| 3M | -2.8% | -1.0% | -1.7% | -1.8% |
| 6M | -2.1% | +6.4% | -8.5% | -8.1% |
| YTD | +15.6% | +13.6% | +2.1% | +1.7% |
| 1Y | +9.2% | +14.5% | -5.3% | -4.6% |
| 3Y | +89.9% | +67.2% | +22.6% | +15.1% |
| 5Y | +49.3% | +36.1% | +13.2% | +13.5% |
| 10Y | +591.6% | +199.3% | +392.3% | +138.2% |
| All | +10,492.5% | +822.3% | +9,670.1% | +899.7% |
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