+38.3%
AMZZ vs VT
+54.9%
-16.6%
-55.3%
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 | -6.2% | +0.4% | -6.7% | -7.2% |
| 30D | -11.3% | +1.0% | -12.3% | -13.6% |
| 3M | -2.6% | +2.4% | -5.0% | -8.3% |
| 6M | +28.3% | +12.0% | +16.3% | -4.6% |
| YTD | +9.8% | +15.3% | -5.6% | -25.1% |
| 1Y | -0.3% | +22.6% | -22.8% | -41.8% |
| All | +38.3% | +54.9% | -16.6% | -53.7% |
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