+191.0%
AMZN vs VRT
+1,919.9%
-1,728.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +9.6% | -6.7% | +0.9% |
| 7D | +8.7% | -10.6% | +19.3% | +10.5% |
| 30D | +1.7% | -17.4% | +19.1% | +4.7% |
| 3M | -2.8% | -26.4% | +23.6% | +2.0% |
| 6M | -2.1% | -41.0% | +38.9% | +5.8% |
| YTD | +15.6% | +23.8% | -8.2% | +3.0% |
| 1Y | +9.2% | +11.6% | -2.4% | -0.7% |
| 3Y | +89.9% | +403.5% | -313.6% | +8.5% |
| 5Y | +49.3% | +647.0% | -597.8% | -32.9% |
| All | +191.0% | +1,919.9% | -1,728.9% | +26.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling