+271,732.3%
AMZN vs VSH
+254.7%
+271,477.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +8.8% | -10.5% | -4.6% |
| 7D | +0.1% | +12.8% | -12.7% | -4.7% |
| 30D | +2.6% | -9.0% | +11.6% | +4.0% |
| 3M | -2.2% | -12.2% | +9.9% | -0.8% |
| 6M | -1.0% | -15.9% | +14.9% | -3.9% |
| YTD | +15.3% | +103.2% | -87.9% | -18.7% |
| 1Y | +6.9% | +108.4% | -101.6% | -25.5% |
| 3Y | +85.4% | +41.6% | +43.9% | +39.2% |
| 5Y | +53.3% | +54.6% | -1.3% | +11.2% |
| 10Y | +620.3% | +138.2% | +482.2% | +309.7% |
| All | +271,732.3% | +254.7% | +271,477.5% | +106,116.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling