+36.0%
AMZZ vs VT
+45.4%
-9.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.1% | -0.3% | +6.2% |
| 7D | +13.0% | -4.2% | +17.2% | +26.3% |
| 30D | +0.9% | -5.8% | +6.7% | +18.5% |
| 3M | -12.8% | -5.2% | -7.5% | +1.2% |
| 6M | -18.7% | +0.1% | -18.8% | -18.6% |
| YTD | +8.0% | +8.2% | -0.3% | -12.2% |
| 1Y | -9.9% | +10.1% | -20.0% | -29.8% |
| All | +36.0% | +45.4% | -9.3% | -45.7% |
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