+10,481.7%
AMZN vs VUG
+1,188.6%
+9,293.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.8% |
| 7D | +2.8% | +2.5% | +0.3% | -0.2% |
| 30D | +5.0% | -6.3% | +11.2% | +13.0% |
| 3M | +0.6% | -6.0% | +6.6% | +7.9% |
| 6M | -1.3% | -3.5% | +2.3% | +2.6% |
| YTD | +15.5% | +3.9% | +11.6% | +9.9% |
| 1Y | +12.2% | +5.1% | +7.1% | +5.3% |
| 3Y | +87.0% | +77.9% | +9.1% | -5.4% |
| 5Y | +51.3% | +62.4% | -11.1% | -12.2% |
| 10Y | +621.7% | +399.4% | +222.3% | +7.0% |
| All | +10,481.7% | +1,188.6% | +9,293.2% | +378.1% |
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