+553.0%
AMZN vs VSH
+179.3%
+373.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.1% |
| 7D | -2.7% | +3.1% | -5.8% | -3.6% |
| 30D | -7.5% | -5.7% | -1.8% | -6.3% |
| 3M | +5.8% | -42.5% | +48.3% | +20.3% |
| 6M | +17.5% | +82.7% | -65.2% | -10.7% |
| YTD | +9.1% | +118.2% | -109.1% | -22.6% |
| 1Y | +9.4% | +109.7% | -100.3% | -22.1% |
| 3Y | +82.2% | +35.3% | +46.9% | +43.1% |
| 5Y | +45.2% | +65.6% | -20.4% | +5.0% |
| All | +553.0% | +179.3% | +373.7% | +269.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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