+514.2%
AMZN vs VST
+968.1%
-453.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +10.6% | -10.9% | -2.3% |
| 7D | +7.9% | -9.8% | +17.7% | +9.4% |
| 30D | -0.2% | -25.1% | +24.9% | +4.6% |
| 3M | -4.8% | -11.6% | +6.8% | -3.4% |
| 6M | -5.7% | -20.9% | +15.2% | -2.8% |
| YTD | +12.3% | -22.3% | +34.6% | +15.1% |
| 1Y | +6.7% | -32.0% | +38.7% | +11.8% |
| 3Y | +85.6% | +262.4% | -176.8% | +30.0% |
| 5Y | +47.4% | +563.4% | -516.0% | -8.4% |
| 10Y | +586.8% | +1,120.7% | -533.9% | +284.4% |
| All | +514.2% | +968.1% | -453.9% | +250.0% |
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