+262,336.6%
AMZN vs VTR
+1,664.4%
+260,672.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | +0.8% | -2.4% | +3.2% | +1.4% |
| 30D | -6.4% | -3.7% | -2.6% | -5.6% |
| 3M | +4.8% | +13.5% | -8.7% | +1.3% |
| 6M | +20.5% | +7.2% | +13.3% | +17.9% |
| YTD | +11.3% | +17.6% | -6.2% | +6.3% |
| 1Y | +9.0% | +35.4% | -26.4% | +0.2% |
| 3Y | +85.9% | +132.8% | -46.9% | +47.5% |
| 5Y | +45.8% | +88.7% | -42.9% | +20.7% |
| 10Y | +555.5% | +87.6% | +467.9% | +388.6% |
| All | +262,336.6% | +1,664.4% | +260,672.2% | +94,633.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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