+7.5%
AMZN vs VRT
+6.7%
+0.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +9.6% | -6.7% | +2.3% |
| 7D | +8.7% | -10.6% | +19.3% | +9.1% |
| 30D | +1.7% | -17.4% | +19.1% | +2.5% |
| 3M | -2.8% | -26.4% | +23.6% | -1.3% |
| 6M | -2.1% | -41.0% | +38.9% | -0.7% |
| YTD | +15.6% | +23.8% | -8.2% | +11.0% |
| All | +7.5% | +6.7% | +0.7% | +6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling