+516.3%
AMZN vs VST
+866.2%
-349.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.2% | +4.0% | -1.1% |
| 7D | +6.7% | -19.9% | +26.6% | +10.7% |
| 30D | +1.5% | -29.7% | +31.2% | +7.8% |
| 3M | -4.6% | -19.6% | +15.0% | -1.4% |
| 6M | -4.9% | -29.4% | +24.5% | +0.2% |
| YTD | +12.7% | -29.7% | +42.4% | +17.7% |
| 1Y | +4.0% | -40.0% | +44.0% | +11.7% |
| 3Y | +87.7% | +231.0% | -143.2% | +33.9% |
| 5Y | +47.9% | +500.1% | -452.2% | -6.3% |
| 10Y | +589.3% | +1,004.2% | -414.9% | +293.4% |
| All | +516.3% | +866.2% | -349.8% | +258.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling