+76.4%
AMZN vs VSH
+35.1%
+41.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -1.9% |
| 7D | -1.0% | +3.5% | -4.5% | -1.7% |
| 30D | -9.2% | -4.4% | -4.9% | -8.7% |
| 3M | +3.4% | -45.8% | +49.2% | +15.2% |
| 6M | +18.2% | +90.1% | -71.9% | -7.6% |
| YTD | +9.3% | +120.3% | -111.0% | -18.8% |
| 1Y | +5.9% | +112.2% | -106.3% | -21.0% |
| All | +76.4% | +35.1% | +41.3% | +49.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling