-1.3%
AMZN vs VSH
-26.5%
+25.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | 0.0% |
| 7D | +2.8% | +14.3% | -11.5% | +1.7% |
| 30D | +5.0% | -7.9% | +12.8% | +5.2% |
| 3M | +0.6% | -19.9% | +20.4% | +1.4% |
| 6M | -1.3% | -30.5% | +29.2% | -3.2% |
| All | -1.3% | -26.5% | +25.2% | -3.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling