+17.6%
AMZW vs VT
+24.0%
-6.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.3% | +2.9% |
| 7D | +7.2% | -4.2% | +11.3% | +13.6% |
| 30D | +0.5% | -5.8% | +6.3% | +9.3% |
| 3M | -7.4% | -5.2% | -2.1% | -0.1% |
| 6M | -9.1% | +0.1% | -9.3% | -9.4% |
| YTD | +9.6% | +8.2% | +1.4% | -3.4% |
| 1Y | -1.4% | +10.1% | -11.5% | -15.7% |
| All | +17.6% | +24.0% | -6.4% | -13.4% |
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