-52.0%
AMZO vs VT
+14.8%
-66.9%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.1% | +2.3% | +5.9% |
| 7D | -0.5% | -0.7% | +0.2% | -1.8% |
| 30D | -8.5% | -1.7% | -6.8% | -10.7% |
| 3M | -1.8% | -2.3% | +0.6% | -4.5% |
| 6M | -16.6% | +1.5% | -18.1% | -10.1% |
| All | -52.0% | +14.8% | -66.9% | -32.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling