+9.0%
AMZN vs VST
-32.3%
+41.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +1.7% |
| 7D | +8.0% | -6.0% | +14.1% | +8.5% |
| 30D | +3.2% | -18.8% | +22.0% | +5.8% |
| 3M | -2.6% | -8.0% | +5.4% | -1.8% |
| 6M | -0.7% | -10.9% | +10.3% | 0.0% |
| YTD | +17.4% | -18.3% | +35.7% | +19.2% |
| 1Y | +9.0% | -29.9% | +39.0% | +11.8% |
| All | +9.0% | -32.3% | +41.3% | +11.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling