+11,683.4%
AMZN vs VYM
+487.3%
+11,196.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.3% |
| 7D | -1.0% | -1.0% | 0.0% | 0.0% |
| 30D | -9.2% | -2.0% | -7.2% | -7.4% |
| 3M | +3.4% | +3.1% | +0.3% | +0.3% |
| 6M | +18.2% | +8.9% | +9.3% | +8.7% |
| YTD | +9.3% | +14.7% | -5.4% | -4.7% |
| 1Y | +5.9% | +19.4% | -13.5% | -11.3% |
| 3Y | +82.6% | +65.4% | +17.2% | +11.5% |
| 5Y | +44.9% | +77.6% | -32.7% | -15.7% |
| 10Y | +564.1% | +207.8% | +356.3% | +111.3% |
| All | +11,683.4% | +487.3% | +11,196.1% | +1,930.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling