+70.5%
AMZU vs VT
+96.4%
-25.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | +0.1% |
| 7D | +5.4% | +2.4% | +3.0% | -0.6% |
| 30D | +7.6% | -1.5% | +9.1% | +12.1% |
| 3M | -3.9% | -4.1% | +0.2% | +7.4% |
| 6M | -13.6% | +0.6% | -14.2% | -14.0% |
| YTD | +9.9% | +11.0% | -1.2% | -14.3% |
| 1Y | +1.5% | +13.3% | -11.8% | -24.6% |
| 3Y | +70.2% | +73.4% | -3.2% | -48.8% |
| All | +70.5% | +96.4% | -25.9% | -58.1% |
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 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