+982.4%
AMZN vs VTEB
+26.0%
+956.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.2% | -1.5% |
| 7D | -1.0% | -0.7% | -0.3% | -0.7% |
| 30D | -9.2% | -2.1% | -7.2% | -8.3% |
| 3M | +3.4% | -2.7% | +6.0% | +4.8% |
| 6M | +18.2% | -2.1% | +20.3% | +19.5% |
| YTD | +9.3% | -1.1% | +10.5% | +10.1% |
| 1Y | +5.9% | +1.3% | +4.6% | +5.5% |
| 3Y | +82.6% | +9.0% | +73.6% | +74.6% |
| 5Y | +44.9% | +1.5% | +43.4% | +40.5% |
| 10Y | +564.1% | +18.5% | +545.6% | +582.4% |
| All | +982.4% | +26.0% | +956.4% | +1,291.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling