+55.6%
AMZN vs VST
+644.1%
-588.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +1.9% |
| 7D | +8.0% | -6.0% | +14.1% | +8.8% |
| 30D | +3.2% | -18.8% | +22.0% | +7.0% |
| 3M | -2.6% | -8.0% | +5.4% | -1.9% |
| 6M | -0.7% | -10.9% | +10.3% | +0.2% |
| YTD | +17.4% | -18.3% | +35.7% | +19.2% |
| 1Y | +9.0% | -29.9% | +39.0% | +14.3% |
| 3Y | +88.7% | +290.3% | -201.6% | +4.1% |
| 5Y | +55.6% | +635.3% | -579.7% | -31.6% |
| All | +55.6% | +644.1% | -588.5% | -31.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling