+10,158.3%
AMZN vs VUG
+1,251.8%
+8,906.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.4% |
| 7D | -3.0% | -0.1% | -2.9% | -2.8% |
| 30D | -5.2% | -0.3% | -4.9% | -4.9% |
| 3M | +1.9% | -0.7% | +2.5% | +2.6% |
| 6M | +19.2% | +14.6% | +4.6% | +1.2% |
| YTD | +12.0% | +9.0% | +3.0% | +0.9% |
| 1Y | +9.7% | +14.9% | -5.2% | -7.0% |
| 3Y | +87.2% | +86.0% | +1.1% | -9.7% |
| 5Y | +48.7% | +76.7% | -28.0% | -21.7% |
| 10Y | +569.3% | +411.3% | +158.0% | -3.1% |
| All | +10,158.3% | +1,251.8% | +8,906.5% | +338.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling