+48.5%
AMZN vs VTEB
+1.2%
+47.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.6% | +1.5% |
| 7D | -0.7% | -0.9% | +0.3% | +0.5% |
| 30D | -3.9% | -2.5% | -1.4% | -0.9% |
| 3M | +6.3% | -3.0% | +9.3% | +10.3% |
| 6M | +20.8% | -2.1% | +22.9% | +24.1% |
| YTD | +11.2% | -1.5% | +12.7% | +13.5% |
| 1Y | +11.7% | +0.2% | +11.5% | +11.9% |
| 3Y | +79.4% | +8.6% | +70.9% | +53.6% |
| All | +48.5% | +1.2% | +47.3% | +36.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling