-60.9%
AMZD vs VT
+93.9%
-154.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -2.0% |
| 7D | -7.8% | -0.1% | -7.6% | -7.6% |
| 30D | -4.0% | -3.1% | -0.9% | -7.6% |
| 3M | +1.6% | -3.5% | +5.1% | -2.6% |
| 6M | -3.7% | +0.5% | -4.1% | -1.5% |
| YTD | -19.4% | +10.8% | -30.2% | -4.3% |
| 1Y | -13.2% | +11.9% | -25.1% | +5.0% |
| 3Y | -52.2% | +73.0% | -125.1% | +19.1% |
| All | -60.9% | +93.9% | -154.8% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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