+50.4%
AMZN vs VT
+57.0%
-6.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | +0.1% |
| 7D | +2.8% | +2.4% | +0.5% | -0.7% |
| 30D | +5.0% | -1.5% | +6.5% | +7.2% |
| 3M | +0.6% | -4.1% | +4.7% | +7.0% |
| 6M | -1.3% | +0.6% | -1.8% | -2.5% |
| YTD | +15.5% | +11.0% | +4.5% | -2.2% |
| 1Y | +12.2% | +13.3% | -1.1% | -7.9% |
| 3Y | +87.0% | +73.4% | +13.6% | -20.9% |
| All | +50.4% | +57.0% | -6.6% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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