+564.1%
AMZN vs VUG
+410.7%
+153.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.2% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -9.2% | -1.7% | -7.6% | -7.6% |
| 3M | +3.4% | +2.8% | +0.5% | +0.1% |
| 6M | +18.2% | +13.6% | +4.6% | +2.1% |
| YTD | +9.3% | +8.1% | +1.3% | -0.1% |
| 1Y | +5.9% | +13.1% | -7.1% | -7.9% |
| 3Y | +82.6% | +87.0% | -4.4% | -9.4% |
| 5Y | +44.9% | +76.0% | -31.1% | -21.9% |
| 10Y | +564.1% | +420.5% | +143.6% | -5.8% |
| All | +564.1% | +410.7% | +153.4% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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