+45.8%
AMZN vs VUG
+76.0%
-30.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.1% |
| 7D | +0.8% | +0.9% | -0.1% | -0.3% |
| 30D | -6.4% | -1.4% | -4.9% | -4.8% |
| 3M | +4.8% | +2.3% | +2.5% | +1.8% |
| 6M | +20.5% | +15.7% | +4.8% | +0.4% |
| YTD | +11.3% | +8.6% | +2.7% | +0.2% |
| 1Y | +9.0% | +14.1% | -5.1% | -7.5% |
| 3Y | +85.9% | +87.9% | -2.0% | -15.8% |
| 5Y | +45.8% | +76.3% | -30.5% | -29.6% |
| All | +45.8% | +76.0% | -30.2% | -29.6% |
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