+565.7%
AMZN vs VTEB
+17.9%
+547.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.6% | +1.7% |
| 7D | -0.7% | -0.9% | +0.3% | -0.1% |
| 30D | -3.9% | -2.5% | -1.4% | -2.5% |
| 3M | +6.3% | -3.0% | +9.3% | +8.2% |
| 6M | +20.8% | -2.1% | +22.9% | +22.3% |
| YTD | +11.2% | -1.5% | +12.7% | +12.3% |
| 1Y | +11.7% | +0.2% | +11.5% | +11.8% |
| 3Y | +79.4% | +8.6% | +70.9% | +70.6% |
| 5Y | +48.0% | +1.2% | +46.8% | +43.8% |
| All | +565.7% | +17.9% | +547.8% | +570.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling