+3,583.0%
AMZN vs VOO
+817.1%
+2,765.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.3% |
| 7D | -3.0% | +0.1% | -3.1% | -3.1% |
| 30D | -5.2% | +0.1% | -5.2% | -5.3% |
| 3M | +1.9% | +2.0% | -0.2% | -0.3% |
| 6M | +19.2% | +13.0% | +6.2% | +3.7% |
| YTD | +12.0% | +13.6% | -1.6% | -3.1% |
| 1Y | +9.7% | +20.1% | -10.4% | -10.8% |
| 3Y | +87.2% | +77.6% | +9.6% | -0.3% |
| 5Y | +48.7% | +82.4% | -33.8% | -20.5% |
| 10Y | +569.3% | +316.8% | +252.5% | +48.3% |
| All | +3,583.0% | +817.1% | +2,765.9% | +242.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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