+61.7%
AMZU vs VT
+91.9%
-30.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.6% |
| 7D | +15.4% | -2.3% | +17.7% | +22.2% |
| 30D | -2.8% | -5.0% | +2.2% | +10.9% |
| 3M | -13.8% | -4.9% | -8.9% | -1.7% |
| 6M | -21.1% | -1.5% | -19.6% | -17.2% |
| YTD | +4.3% | +8.5% | -4.2% | -13.8% |
| 1Y | -8.2% | +11.4% | -19.6% | -28.6% |
| 3Y | +66.5% | +70.1% | -3.6% | -47.4% |
| All | +61.7% | +91.9% | -30.1% | -57.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling