+565.7%
AMZN vs VTV
+234.5%
+331.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.3% |
| 7D | -0.7% | -1.1% | +0.4% | +0.3% |
| 30D | -3.9% | -1.0% | -2.9% | -3.1% |
| 3M | +6.3% | +4.6% | +1.7% | +2.1% |
| 6M | +20.8% | +13.5% | +7.2% | +8.2% |
| YTD | +11.2% | +18.5% | -7.3% | -4.0% |
| 1Y | +11.7% | +22.9% | -11.2% | -6.7% |
| 3Y | +79.4% | +67.8% | +11.6% | +16.2% |
| 5Y | +48.0% | +81.8% | -33.8% | -7.9% |
| All | +565.7% | +234.5% | +331.2% | +159.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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