+641.7%
AMZN vs VST
+1,139.0%
-497.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.1% |
| 7D | +2.8% | +6.6% | -3.7% | +1.6% |
| 30D | +5.0% | -12.4% | +17.3% | +6.9% |
| 3M | +0.6% | -9.0% | +9.6% | +1.5% |
| 6M | -1.3% | -6.4% | +5.2% | -1.3% |
| YTD | +15.5% | -17.2% | +32.7% | +16.9% |
| 1Y | +12.2% | -22.0% | +34.3% | +14.7% |
| 3Y | +87.0% | +296.7% | -209.7% | +28.8% |
| 5Y | +51.3% | +637.6% | -586.3% | -7.7% |
| All | +641.7% | +1,139.0% | -497.4% | +325.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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