+18.7%
AMZW vs VT
+32.1%
-13.5%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -3.5% | +0.4% | -4.0% | -4.1% |
| 30D | -6.6% | +1.0% | -7.5% | -7.8% |
| 3M | +1.0% | +2.4% | -1.4% | -2.2% |
| 6M | +20.4% | +12.0% | +8.4% | +2.1% |
| YTD | +10.6% | +15.3% | -4.8% | -10.8% |
| 1Y | +6.2% | +22.6% | -16.3% | -22.3% |
| All | +18.7% | +32.1% | -13.5% | -20.1% |
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 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