+53.3%
AMZN vs VUG
+65.5%
-12.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -3.8% |
| 7D | +0.1% | -1.1% | +1.1% | +1.0% |
| 30D | +2.6% | -7.0% | +9.6% | +11.8% |
| 3M | -2.2% | -3.7% | +1.5% | +2.0% |
| 6M | -1.0% | -1.6% | +0.6% | +0.5% |
| YTD | +15.3% | +5.1% | +10.2% | +7.8% |
| 1Y | +6.9% | +3.8% | +3.1% | +1.6% |
| 3Y | +85.4% | +79.9% | +5.5% | -12.0% |
| 5Y | +53.3% | +66.4% | -13.1% | -21.8% |
| All | +53.3% | +65.5% | -12.2% | -21.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling