+89.6%
AMZY vs VT
+72.1%
+17.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.5% | +0.4% | -2.0% | -2.0% |
| 30D | -3.2% | +1.0% | -4.2% | -4.2% |
| 3M | +2.5% | +2.4% | +0.1% | -0.1% |
| 6M | +16.5% | +12.0% | +4.5% | +3.1% |
| YTD | +7.3% | +15.3% | -8.0% | -8.2% |
| 1Y | +6.4% | +22.6% | -16.2% | -14.8% |
| 3Y | +75.0% | +74.7% | +0.4% | -3.0% |
| All | +89.6% | +72.1% | +17.6% | +9.9% |
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