+263,909.3%
AMZN vs VSH
+285.9%
+263,623.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.4% | -4.6% | -1.6% |
| 7D | -3.0% | +4.1% | -7.0% | -4.3% |
| 30D | -5.2% | -4.2% | -1.0% | -4.6% |
| 3M | +1.9% | -50.0% | +51.8% | +23.1% |
| 6M | +19.2% | +80.2% | -61.0% | -9.3% |
| YTD | +12.0% | +121.1% | -109.1% | -21.3% |
| 1Y | +9.7% | +112.0% | -102.3% | -22.5% |
| 3Y | +87.2% | +22.5% | +64.6% | +51.4% |
| 5Y | +48.7% | +64.0% | -15.4% | +8.0% |
| 10Y | +569.3% | +170.4% | +399.0% | +273.4% |
| All | +263,909.3% | +285.9% | +263,623.4% | +102,638.8% |
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