+76.3%
AMZU vs VT
+95.9%
-19.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +4.1% |
| 7D | +16.0% | -0.1% | +16.1% | +16.5% |
| 30D | +4.2% | -3.1% | +7.2% | +13.1% |
| 3M | -9.8% | -3.5% | -6.3% | -0.7% |
| 6M | -12.5% | +0.5% | -12.9% | -12.5% |
| YTD | +13.6% | +10.8% | +2.9% | -10.7% |
| 1Y | -4.1% | +11.9% | -16.0% | -26.2% |
| 3Y | +74.3% | +73.0% | +1.3% | -47.2% |
| All | +76.3% | +95.9% | -19.7% | -56.4% |
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