+641.7%
AMZN vs VSH
+115.4%
+526.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | +0.9% |
| 7D | +2.8% | +14.3% | -11.5% | -1.3% |
| 30D | +5.0% | -7.9% | +12.8% | +5.9% |
| 3M | +0.6% | -19.9% | +20.4% | +4.5% |
| 6M | -1.3% | -30.5% | +29.2% | +1.4% |
| YTD | +15.5% | +85.7% | -70.1% | -16.0% |
| 1Y | +12.2% | +98.9% | -86.7% | -20.5% |
| 3Y | +87.0% | +32.1% | +54.9% | +43.3% |
| 5Y | +51.3% | +39.7% | +11.6% | +12.6% |
| All | +641.7% | +115.4% | +526.3% | +364.4% |
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