+643.8%
AMZN vs VUG
+402.9%
+241.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.8% |
| 7D | +2.8% | +4.4% | -1.6% | -2.2% |
| 30D | +3.4% | -7.3% | +10.8% | +12.5% |
| 3M | +0.1% | -4.2% | +4.3% | +4.8% |
| 6M | +0.6% | -1.6% | +2.2% | +2.2% |
| YTD | +15.9% | +4.9% | +11.0% | +9.4% |
| 1Y | +9.5% | +3.8% | +5.7% | +4.6% |
| 3Y | +86.3% | +79.4% | +6.9% | -3.5% |
| 5Y | +51.7% | +63.9% | -12.2% | -11.9% |
| All | +643.8% | +402.9% | +241.0% | +8.5% |
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