+512.3%
AMZN vs VST
+1,175.7%
-663.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.7% | -0.8% |
| 7D | -3.0% | +8.9% | -11.9% | -4.5% |
| 30D | -5.2% | +6.2% | -11.4% | -6.3% |
| 3M | +1.9% | -2.7% | +4.6% | +2.0% |
| 6M | +19.2% | -8.4% | +27.6% | +20.1% |
| YTD | +12.0% | -7.2% | +19.2% | +11.8% |
| 1Y | +9.7% | -20.9% | +30.6% | +12.2% |
| 3Y | +87.2% | +384.0% | -296.8% | +24.9% |
| 5Y | +48.7% | +757.1% | -708.4% | -11.1% |
| All | +512.3% | +1,175.7% | -663.4% | +240.2% |
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