+69.7%
AMZP vs VT
+82.1%
-12.4%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.3% | +2.3% |
| 7D | -0.8% | -1.6% | +0.8% | +1.1% |
| 30D | -0.3% | -2.5% | +2.1% | +2.8% |
| 3M | -11.7% | -1.3% | -10.4% | -10.2% |
| 6M | -11.7% | +3.1% | -14.7% | -14.7% |
| YTD | +0.7% | +10.9% | -10.3% | -10.9% |
| 1Y | -6.4% | +12.1% | -18.5% | -18.1% |
| 3Y | +64.3% | +73.9% | -9.6% | -4.8% |
| All | +69.7% | +82.1% | -12.4% | -4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling