-3.5%
AMZZ vs VT
+13.0%
-16.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.6% | +3.8% | +0.7% |
| 7D | +17.5% | +0.4% | +17.1% | +16.6% |
| 30D | +1.5% | -2.6% | +4.1% | +8.2% |
| 3M | -9.4% | -3.2% | -6.2% | -1.9% |
| 6M | -13.5% | +0.9% | -14.5% | -14.3% |
| YTD | +13.7% | +11.3% | +2.4% | -10.6% |
| All | -3.5% | +13.0% | -16.5% | -26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling