+565.7%
AMZN vs VYM
+209.2%
+356.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.3% | +1.4% |
| 7D | -0.7% | -0.8% | +0.1% | 0.0% |
| 30D | -3.9% | -2.2% | -1.7% | -2.0% |
| 3M | +6.3% | +3.1% | +3.3% | +3.5% |
| 6M | +20.8% | +9.7% | +11.0% | +11.5% |
| YTD | +11.2% | +14.9% | -3.6% | -1.5% |
| 1Y | +11.7% | +17.6% | -5.9% | -3.0% |
| 3Y | +79.4% | +65.3% | +14.1% | +17.6% |
| 5Y | +48.0% | +78.7% | -30.7% | -6.6% |
| All | +565.7% | +209.2% | +356.5% | +157.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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