+175.2%
AMZN vs VRT
+2,548.2%
-2,373.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -9.6% | +7.8% | +0.3% |
| 7D | -1.0% | +2.4% | -3.4% | -1.7% |
| 30D | -9.2% | -2.7% | -6.6% | -9.1% |
| 3M | +3.4% | -9.2% | +12.5% | +3.5% |
| 6M | +18.2% | -0.5% | +18.7% | +14.8% |
| YTD | +9.3% | +62.3% | -53.0% | -6.8% |
| 1Y | +5.9% | +109.6% | -103.6% | -16.1% |
| 3Y | +82.6% | +573.1% | -490.5% | -0.8% |
| 5Y | +44.9% | +953.6% | -908.8% | -38.5% |
| All | +175.2% | +2,548.2% | -2,373.0% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded VRT 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling